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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Crm 2013 Online and Sh...
Microsoft Dynamics CRM (Archived)

Crm 2013 Online and Sharepoint Online integration

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Posted on by TseiTsei 4,585

I want to enable Sharepoint integration for CRM 2013 online.

We have allready a folder structure on sharepoint like this: customers/customer a, customers/customer b and so on. How I manually connect a customer in crm to correct sharepoint folder?

Is there any step by step guides for that?

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    You will need to create document location records that point to the correct sharepoint folder for each of your customers. Going forwards I suggest that you let Dynamics CRM  create your folders for you using the default functionality.

    Here is a post I did on how this works - develop1.net/.../CRM-2011-Document-Management.aspx

    And a recent post that describes the CRM2013 SP1 Server side integration - develop1.net/.../SharePoint-Integration-Reloaded-Part-1.aspx

    Hope this helps,

    Scott

  • TseiTsei Profile Picture
    TseiTsei 4,585 on at

    Well, we have allready a folder structure which is on use and large, so we want to use that. That is why I want to manually create the location.

  • Royal King Profile Picture
    Royal King 27,686 on at

    One option would be creating workflow with on demand workflow option enabled to create document location record for all existing customers. Run this workflow for all existing customers on demand and run same workflow for new customers on create. This way you will have all document location record for all customers.

  • AFTAB HUSSAIN Profile Picture
    AFTAB HUSSAIN on at

    Hello Tsei,

    Refer the blog below.

    msdn.microsoft.com/.../gg334768.aspx

    www.powerobjects.com/.../crm-2013-and-sharepoint-integration-new-feature

    Hope this helps.

    Thank You !

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