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 suggestionsbest regards leo
There are two options for integrating Dynamics CRM with SharePoint
1. Enable Server-based SharePoint integration (CRM Online Only)
Step by Step
2. List Component installation to SharePoint Site
Hope that helps
have you checked the out-of-the-box integration?
There are two approaches for online :
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
Hi Mithilesh, thank you for your quick response and links to the step by step info!
really appreciate your help, tnx
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