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Microsoft Dynamics CRM (Archived)

Portal Server Side SharePoint Integration

Posted on by Microsoft Employee

Very basic question that I am struggling to find the answer to. I have created my CRM Portal and enabled the new SharePoint Integration features on the Portal. I am going to use Portal to give externals customers access to the SharePoint library associated with their CRM Entity. Question is will this work if the SharePoint setting on Office 365 is not set to allow sharing with externals?

I am assuming it won't but can't see any mention of it in any documentation.

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  • Suggested answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at
    RE: Portal Server Side SharePoint Integration

    Hi Andy,

    I haven't tried specifically myself, but if I had to guess, I would think it would work.  The SharePoint integration uses server-side code and would authenticate against SharePoint using non-external account.  Unless the Portal code specifically checks that setting (which would really surprise me), SharePoint itself wouldn't know that the data is eventually exposed to an external user - it's completely different than sharing links/content with external users with the more traditional approach.

    Hope that helps.

    Nick

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