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

CRM 365 and SharePoint Integration

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Posted on by Community Member

Hi,

We are planning to use sharepoint for document management. Our question is can we integrate Dynamics 365 with SharePoint 2013 or SharePoint 2016? Is it only can integrate with SharePoint 2016 ? Both are on-premises.

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  • Suggested answer
    BadrinathB Profile Picture
    BadrinathB 970 on at

    If you are using server-based integration with SharePoint, you can use Microsoft SharePoint Online or Microsoft SharePoint 2013 SP1 on-premises (or a later version).

    If you are using the Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint, one of the following versions of Microsoft SharePoint must be available:

    Microsoft SharePoint 2013 or Microsoft SharePoint 2013 SP1

    Microsoft SharePoint 2010 SP1 or SP2

    Microsoft SharePoint Online

  • BadrinathB Profile Picture
    BadrinathB 970 on at

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

  • Community Member Profile Picture
    Community Member on at

    How do we decide whether to go with Server-based integration or List Component?

    The user wants to upload 200MB docs from CRM and while uploading they want to segregate the type of document as Initial, Final, etc., I noticed maximum is 5MB upload with SharePoint integration. The user don't want to go to SP to upload the documents.

    Which is the best solution ?

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    I would recommend going with Server-based integration.

    The list component was available for previous releases of SharePoint and Dynamics, and although it is still available, it is being deprecated and support will end for it.

    See the following link:

    technet.microsoft.com/.../dn265924.aspx

    Hopefully that will make your decision much easier.

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