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Previous versions of Microsoft Dynamics CRM online used a client-to-server strategy to authenticate and transmit data from Microsoft Dynamics CRM to SharePoint Online. Spring ’14 Wave has introduced a new approach to CRM and SharePoint integration. The integration now happens at the server level and, administrators can enable server-based SharePoint integration.
Make sure your organization has been upgraded to Spring ’14 version.
1. Navigate to Settings ->Document Management. Click Enable server-based SharePoint integration. You can also click Enable Now in the yellow alert notification as seen in the picture below.
2. When you click on Enable server-based SharePoint integration, a wizard will open where you have to enter your SharePoint Site URL and click Next.
3. The wizard will validate your SharePoint site. After validation is finished, click Next.
4. Click Finish to finish creating a server connection between Microsoft Dynamics CRM and SharePoint Online.
Server-based SharePoint integration is now enabled. Now, you can start using the document management feature in Microsoft Dynamics CRM by using server-based SharePoint integration as you did with the previous client side integration.
Note: Users don’t need to log into SharePoint before viewing documents in CRM.
Please keep your eye out on our blog for additional tips and tricks to enhance your CRM experience, as well as for any other educational or Dynamics CRM updates.
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