web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) SharePoint 2013-CRM 20...

Microsoft Dynamics CRM (Archived)

SharePoint 2013-CRM 2013 Integration

(0) Share

Report

Report

Posted on by RaulOcana

8,270

Hi guys,

I've set up the integration in the CRM and now I can create Locations and upload documents into the SharePoint, but is it possible to set a default Location so users won't be asked to create a new Location for each Opportunity? Regarding to that question, is it possible to upload Metadata documents, so, some CRM fields (opportunity entity) will match to metadata of the SharePoint?

Do you guys know if there is a website with best practices about SharePoint 2013-CRM 2013 Integration?

Best regards,

Raúl

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Kamakshi Parate on at

Like (0)

Report
Copy link

Link copied!

Hello Raul,

Here are few blogs that will guide you through :-

msdn.microsoft.com/.../gg327818.aspx

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

blogs.technet.com/.../crm-2011-and-sharepoint-2010-integration-part-1.aspx

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

Hope this helps.

Thanks,

Kamakshi Parate

Microsoft Dynamics™ CRM Support Engineer

Was this reply helpful? Yes No

Helpful resources

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

Varsha deshpande 5

#2

JS-09031509-0 3

#3

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans