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Customer experience | Sales, Customer Insights,...
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SharePoint integration configuration

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We are using CRM dynamic 365 2016 version 8.2 (on premise)

We were having share point integration configured log back, currently it is not active as it is in invalid state.

 Existing SharePoint is online version.

“Enable Server based integration” option is not visible, and I tried to get it by disabling existing site, but it not gets shown.

I can see many entries in “share point document location”.

3581.img1.png

I can see below options only

8484.img2.png

I am not able to understand, integration was client based or server based? How we can check existing configuration?

  • Alan Ericson Profile Picture
    Alan Ericson on at
    RE: SharePoint integration configuration

    Hi Prashant,

    If you are configured with CRM on premise to SharePoint online -- it must be the server based since SharePoint online doesn't allow Sandbox solutions and the older list component type of integration with Dynamics relied on SharePoint Sandbox solutions.

    My assumption here is the site is showing invalid due to communication issue. By default -- your CRM server will have an outbound SSL request of TLS 1.0. SharePoint online is no longer receiving TLS 1.0 -- and so the site would show invalid as the connection wouldn't successfully establish.

    Ensure you have the CRM web front end servers configured to use TLS 1.2 and the SystemDefaultTlsVersions key is setup for .Net to leverage the defaults for outgoing communication. I have added a list of registry keys here -- you can download them on the CRM web front end servers, change the file type from .txt to .reg and double click each file to import -- reboot when complete.

    Note -- this will block incoming requests on TLS 1.0 -- make sure SDK apps trying to connect to your CRM server have the same keys applied to enforce TLS 1.2 by default.7065.TLS1_5F00_2.zip

    Try running the document settings wizard to ensure the connection works after the TLS changes. If the issue remains -- I would suggest on running the commands from:

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/on-prem-server-based-sharepoint-online?view=op-9-1

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