Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 1Discover the latest updates and new features to Dynamics 365 planned April 2021 through September 2021.
Release overview guides and videos Release Plan | Preview 2021 Release Wave 1 Timeline
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
For the latest updates to this post please visit the original posting here: CRM 2013 and SharePoint Integration New Feature
The Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2010/2013 integration remains much as it was in CRM 2011 and is designated as not being a refreshed entity. However, there is a nice improvement in the document location and folder name.
The setup is exactly the same in CRM 2013 as it was in CRM 2011, which you can reference here.
Here is a summary of the setup for a new CRM 2013 deployment:
Now for the cool new part. The folder name is no longer simply the account record name—the CRM record’s GUID is appended to the folder! You can see that the CRM document location record displays the folder name.
Navigate to SharePoint and see the corresponding folder.
This improvement in the CRM 2013 and SharePoint integration simplifies additional development. It should also should expedite further integration between the two applications, because now SharePoint knows the unique ID of the CRM record!
For other CRM 2013 information, see our full list of CRM 2013 events and educational offerings.
The post CRM 2013 and SharePoint Integration New Feature appeared first on PowerObjects.
Business Applications communities