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Is there a way to have CRM Online connect to SharePoint Online (Office 365)? I have a client that wants to create and manage documents on CRM Online, the SharePoint document management functions in Dynamics CRM require that you put a full URL in for the SharePoint site, but what about credentials? Where do you specify them? Anyone had any luck getting this to work with CRM Online?
Thanks,
--David
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David,
The CRM user will authenticate to Sharepoint using their Office 365 credentials. You don't need to specify them.
We have it running for our own production system and for clients. If you need help contact me.
My fellow MVP Donna has a nice blog posting on it.
https://edwardsdna.wordpress.com/2011/12/30/sharepoint-crm-online-document-management/
Jerry
CRM Innovation
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