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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Setting up document ma...
Microsoft Dynamics CRM (Archived)

Setting up document management hangs on validating

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Posted on by Ray Flowers 55

I am using CRM Online and trying to add a SharePoint online site to use for document libraries. I've installed the list component onto the SharePoint site without any problems, every time that I got to add the list in CRM it just hangs on the validating screen. I don't get any prompts for anyting is just sits there mocking me. Anyone got any ideas on what I could be doing wrong?

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Ray Flowers,

    My name is Andrés and i'm glad to help you.

    I don't know if you had the oportunity to check the webcast about how to integrate CRM 2011 online with SharePoint online. You can have a look at the webcast to understand the detailed steps: HERE

    The general steps are:
    1.Download the  Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010
    2.Upload the solution
    3.Integrate the installation

    I hope this information can help you,

    Have a great day,

  • Verified answer
    Ray Flowers Profile Picture
    Ray Flowers 55 on at

    Got on the phone with Microsoft and found out that I needed to make sure the sharepoint site was added to the trusted site list. Also enabled Mixed Content Mode and turned on SSL 2.0. The SharePoint site we're using is not https while CRM so I guess this was causing some issues.

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