How to Set Up SharePoint Integration for Dynamics CRM?

The Ultimate Guide to Integrating Dynamics CRM with SharePoint

Greetings, dear reader! If you are looking for a comprehensive guide on how to integrate Dynamics CRM with SharePoint, you have come to the right place. In today’s digital age, businesses constantly strive to streamline their operations and improve productivity. Integrating Dynamics CRM with SharePoint can help you achieve this goal by allowing you to manage your customer data and documents in a single location.

In this article, we will walk you through the process of setting up SharePoint integration for Dynamics CRM. We will cover everything from understanding the benefits of integration to configuring SharePoint and Dynamics CRM. This guide is designed to be beginner-friendly, so even if you have no prior experience in setting up integrations, you will be able to follow this guide with ease. Let’s get started!

Benefits of Integrating Dynamics CRM with SharePoint

Before we dive into the technical aspects of setting up SharePoint integration for Dynamics CRM, let’s first talk about the benefits of integration.

Centralized Document Management

Integrating Dynamics CRM with SharePoint allows you to store all your customer data and business documents in a single location. This eliminates the need for multiple systems to manage your data, reduces administrative headaches, and simplifies your workflow.

Improved Collaboration and Communication

Integrating Dynamics CRM with SharePoint enables your team to collaborate on projects and documents seamlessly. With the integration in place, all members of your team can access and work on the same files simultaneously, allowing for better communication and coordination.

Increased Productivity

Integrating Dynamics CRM with SharePoint can help you automate repetitive tasks such as manual data entry, saving time and increasing productivity. By streamlining your workflows, you can focus on your core business operations and achieve higher efficiency.

Better Security and Compliance

Integrating Dynamics CRM with SharePoint can improve data security by providing more granular control over access to sensitive data. Additionally, SharePoint provides better compliance with industry regulations such as HIPAA and GDPR.

Cost Savings

By integrating Dynamics CRM with SharePoint, you can reduce the need for multiple licenses and systems, resulting in cost savings for your business.

Configuration Requirements

Before we proceed with the actual setup, there are several requirements you need to fulfill to ensure a successful integration.

Prerequisites

Prerequisites	Description
Dynamics CRM Online or On-Premises	You must have a Dynamics CRM system set up either on-premises or in the cloud.
SharePoint Online or On-Premises	You must have a SharePoint site set up either on-premises or in the cloud.
Admin Access to Both Systems	You must have administrative access to both Dynamics CRM and SharePoint sites.

Setting Up SharePoint Integration for Dynamics CRM

Step 1: Create a SharePoint Site Collection

The first step in setting up SharePoint integration for Dynamics CRM is to create a SharePoint site collection. A site collection is a top-level site in SharePoint that can contain multiple subsites. Follow these steps to create a site collection:

Login to SharePoint as an administrator
Go to the SharePoint Admin Center
Click on “New” to create a new site collection
Fill in the required details, such as name and URL
Select the appropriate template for your site collection
Click on “Finish” to create your site collection

Step 2: Configure SharePoint and Dynamics CRM

Now that you have created a site collection, you need to configure SharePoint and Dynamics CRM to work together. Follow these steps:

Login to your Dynamics CRM account
Go to the “Settings” page
Select “Document Management”
Check the box next to “Enable Server-Based SharePoint Integration”
Enter the URL of your SharePoint site collection
Enter the credentials for a SharePoint administrator account
Click on “Test Connection” to ensure that the integration is working
Save your settings

Step 3: Configure Document Libraries

Once you have configured SharePoint and Dynamics CRM, you need to set up document libraries to store your documents. Follow these steps:

Login to your SharePoint site collection
Go to the “Site Content” page
Click on “Add an App”
Select “Document Library”
Fill in the required details, such as name and description
Click on “Create” to create your library
Repeat the above steps for all the document libraries you want to create

Step 4: Configure Document Management Settings in Dynamics CRM

The final step is to configure the document management settings in Dynamics CRM. Follow these steps:

Login to your Dynamics CRM account
Go to the “Settings” page
Select “Document Management”
Click on “Enable Entity for Document Management”
Select the entity you want to enable for document management
Click on “Add Existing Document Library”
Select the document library you want to use
Click on “OK” to save your settings

FAQs

Why should I integrate Dynamics CRM with SharePoint?

Integrating Dynamics CRM with SharePoint allows you to store all your customer data and business documents in a single location, improving collaboration, productivity, and security.

What are the prerequisites for setting up SharePoint integration for Dynamics CRM?

You must have a Dynamics CRM system set up either on-premises or in the cloud, a SharePoint site collection set up either on-premises or in the cloud, and administrative access to both systems.

How do I create a SharePoint site collection?

Login to SharePoint as an administrator, go to the SharePoint Admin Center, click on “New” to create a new site collection, fill in the required details, select the appropriate template for your site collection, and click on “Finish” to create your site collection.

How do I configure SharePoint and Dynamics CRM?

Login to your Dynamics CRM account, go to the “Settings” page, select “Document Management”, check the box next to “Enable Server-Based SharePoint Integration”, enter the URL of your SharePoint site collection, enter the credentials for a SharePoint administrator account, click on “Test Connection” to ensure that the integration is working, and save your settings.

How do I configure document libraries?

Login to your SharePoint site collection, go to the “Site Content” page, click on “Add an App”, select “Document Library”, fill in the required details, and click on “Create” to create your library.

How do I configure document management settings in Dynamics CRM?

Login to your Dynamics CRM account, go to the “Settings” page, select “Document Management”, click on “Enable Entity for Document Management”, select the entity you want to enable for document management, click on “Add Existing Document Library”, select the document library you want to use, and click on “OK” to save your settings.

Conclusion

Congratulations! You have successfully learned how to set up SharePoint integration for Dynamics CRM. By following this guide, you can now manage your customer data and business documents in a single location, improving collaboration, productivity, security, and cost savings. We hope you found this guide helpful and informative.

If you have any questions or feedback, please feel free to comment below. We would love to hear from you!

Thank you for reading!

Closing Disclaimer

The information provided in this article is for educational and informational purposes only. The author and the publisher of this article make no representations or warranties with respect to the accuracy or completeness of the contents of this article. The author and the publisher of this article shall in no event be liable for any loss, damage or injury arising out of the use of or reliance on the information contained in this article.