Best practices Integrating Microsoft SharePoint to Dynamics crm 365

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Posted on by HajiraRoshan

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Hello ,

We are integrating Microsoft CRM to Microsoft SharePoint . But I am not sure whether we perform Integration only in CRM Production Environment or we perform Integration on production and also the same in Development Environment.

Because I am not sure if the SharePoint Integration configuration will affect in the production System on doing a full copy from development to production Environment when the SharePoint is integrated only with the production System..

Generally what is the best practice to integrate with SharePoint , if we integrate to both development and production System, do we use different Websites or also the attachments and datas are stored in two places and doubled?

Thanks,

Hajira

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Johnny Gong 6,482 on at

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RE: Best practices Integrating Microsoft SharePoint to Dynamics crm 365

Hi,

You should be able to use same SharePoint for Production as well as for Sandbox instances.

In order to use same SharePoint and keeps things separate from production

1.Create one team site for each CRM Instance

2.While configuring Sharepoint in CRM, make sure you are using correct Team Site url to configure

The following similar case could be for your reference:

community.dynamics.com/.../261327

The Integrating configuration steps could be referred to the following official document from MS

docs.microsoft.com/.../set-up-dynamics-365-online-to-use-sharepoint-online

www.youtube.com/watch;feature=youtu.be

Hope the following solution could help.

BR

Johnny