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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SharePoint integration...
Microsoft Dynamics CRM (Archived)

SharePoint integration in Dynamic CRM

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Posted on by Community Member

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.

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  • Suggested answer
    Inogic Profile Picture
    Inogic 639 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 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 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 4,930 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

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