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03

Jun

Dynamics CRM 2013 Q2 SharePoint Update: Server-based SharePoint Integration

If you are using CRM 2013 in Office 365 and have an Office 365 plan that includes SharePoint continue to read - some interesting stuff ahead! 

With the CRM 2013 spring release an update to how CRM and SharePoint integrate has been provided, but this only applies to organisations that have CRM 2013 and Office 365 deployed with SharePoint.

What is new with the Spring Q2 Release

  • Server to Server SharePoint Integration for Office 365 (note only online with SharePoint on same tenant)
  • Single sign on from with CRM to documents
  • View documents in CRM List, no more iFrames
  • Engage with documents using the CRM command bar
  • No going back, once enabled you can not revert back to iFrames

How do I enable this?

  1. Click the Enable Server Based integration if you see the yellow bar or navigate to Settings -> Document Management -> Server-based SharePoint Integration
  2. Enter the URL for the SharePoint Site that you wish to house the documents (navigate to Office 365 SharePoint and create a new site if you have not already done so)
  3. CRM will validate the site and sub sites
  4. If all successful a server connection will be established between CRM and SharePoint and you have completed the process
  5. If this is the first time you have set up document management for the organisation then you will have to also navigate to Settings -> Document Management -> Document Management Settings and complete the steps, re-entering the URL for the site, specifying the entities that you want to store documents against and by what manner by entity or by record

And what does this look like now that I have enabled it?

Document view under account:

Uploaded document

Manage the document via the command bar

Work with documents just like any other view, filter and so on

Finally some things that you can not do

  • The new button only supports the standard office document types
  • You can not update the metadata of documents via configuration
  • Folder names now include the GUID of the record, which you can not change in Office 365

Posted by: Steven Foster, Client Director | 03 June 2014

Tags: Dynamics CRM, Office 365, SharePoint 2013


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