Question Status

Verified
Leo Kerkhof asked a question on 16 Mar 2015 4:44 AM

hi all,
at my company we have introduced CRM Online (2013)  a while ago, before we were working with SharePoint Online a lot, now we would like to connect all existing SP Online customer sites to the CRM Onlinecustomer document locations; does anyone know an easy way of doing this? (if possible at all)
many thanks again for all your suggestions
best regards leo

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Verified Answer
Mithilesh Kumar responded on 16 Mar 2015 4:50 AM

Hi Leo,

There are two options for integrating Dynamics CRM with SharePoint

1. Enable Server-based SharePoint integration (CRM Online Only)

Step by Step

community.dynamics.com/.../server-based-sharepoint-integration-for-microsoft-dynamics-crm.aspx

2. List Component installation to SharePoint Site

Step by Step

www.powerobjects.com/.../crm-2013-and-sharepoint-integration-new-feature

Hope that helps

Thanks

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Verified Answer
Bruno Lucas responded on 16 Mar 2015 4:56 AM

Hi Leoker,

have you checked the out-of-the-box integration?

There are two approaches for online :

https://community.dynamics.com/crm/b/develop1/archive/2014/08/04/sharepoint-integration-reloaded-part-1.aspx

if you already knew this and you are asking on integrating multiple sites in one shot or go beyond the limitations of the out of the box integration, then you will need to write some custom code or purchase a third party component

Bruno Lucas, Senior CRM Consultant

DynamicDay CRM Blog 

Please mark my post as "Verified" If it helped to solve your problem 

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Leo Kerkhof responded on 16 Mar 2015 5:54 AM

Hi Mithilesh, thank you for your quick response and links to the step by step info!

really appreciate your help, tnx

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Leo Kerkhof responded on 16 Mar 2015 5:56 AM

Hi Bruno, thank you for your quick response and the link to the 2 approaches, im gonna dive into that, really appreciate your help, tnx

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Verified Answer
Mithilesh Kumar responded on 16 Mar 2015 4:50 AM

Hi Leo,

There are two options for integrating Dynamics CRM with SharePoint

1. Enable Server-based SharePoint integration (CRM Online Only)

Step by Step

community.dynamics.com/.../server-based-sharepoint-integration-for-microsoft-dynamics-crm.aspx

2. List Component installation to SharePoint Site

Step by Step

www.powerobjects.com/.../crm-2013-and-sharepoint-integration-new-feature

Hope that helps

Thanks

Reply
Verified Answer
Bruno Lucas responded on 16 Mar 2015 4:56 AM

Hi Leoker,

have you checked the out-of-the-box integration?

There are two approaches for online :

https://community.dynamics.com/crm/b/develop1/archive/2014/08/04/sharepoint-integration-reloaded-part-1.aspx

if you already knew this and you are asking on integrating multiple sites in one shot or go beyond the limitations of the out of the box integration, then you will need to write some custom code or purchase a third party component

Bruno Lucas, Senior CRM Consultant

DynamicDay CRM Blog 

Please mark my post as "Verified" If it helped to solve your problem 

Reply