Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SharePoint integration...
Microsoft Dynamics CRM (Archived)

SharePoint integration in Dynamic CRM

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi:

I have started SharePoint integration in Dynamic CRM 2016 at my local server,

I am not sure that where to start and How I can complete SahrePoint Integration.

I started this task and I am not sure that SharePoint should be installed at my local server or not?

If I have to install at my local server, then what is best suitable SharePoint version for Dynamic CRM 2016.

Please provide solution in this regard, I am quite new to SharePoint and Dynamic CRM.

Thanks.

*This post is locked for comments

  • Suggested answer
    Inogic Profile Picture
    Inogic 402 on at
    SharePoint integration in Dynamic CRM
    Hey there! I hear you're tackling SharePoint integration with Dynamics CRM 2016. It can be a bit tricky, especially since the built-in options are fairly basic.

    Here's a tip: consider using a third-party integration app called SharePoint Security Sync. It keeps permissions in sync between CRM and SharePoint, so users only see documents they are allowed to in CRM. It saves a ton of time and keeps things secure!

    Here's a quick rundown to get you started in 4 steps:
    Bonus tip: If you intend to secure Dynamics 365 documents/attachments into SharePoint using SharePoint Security Sync, check out this blog for a handy guide.
     
     
    Thanks,
    Sam
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SharePoint integration in Dynamic CRM

    Hello M,

    Please refer below link for compatibility

    support.microsoft.com/.../3124955

    And for SharePoint refer link

    technet.microsoft.com/.../hh699758.aspx

    Chetan

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SharePoint integration in Dynamic CRM

    Should I install

    SharePoint Server 2016 Beta 2

    at my local server...

    as I have installed Dynamic CRM 2016 locally.

  • Verified answer
    tpeschat Profile Picture
    tpeschat 4,926 on at
    RE: SharePoint integration in Dynamic CRM

    Hi,

    please review msdn.microsoft.com/.../gg334768.aspx

    Since you are on CRM online, using Sharepoint online (CRM 365) would fit best.

    On prem you could use the foundation versions of SP 2010 or 2013.

    I don't think you would go for he enterprise version.

    SP integration would mean setting up a document library in SP and adding it in the CRM SP settings.

    Then you can define for each entity weither it us allowed to store documents in CRM.

    hth Thomas

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans