SharePoint Online 2013 is part of upgrade to the new Microsoft Portal Online for Office 365 and is part of the Enterprise and Midsized Business plans. With SharePoint Online 2013, you can organize and share team documents, create online knowledge bases and collaborate with your colleagues. SharePoint Online supports the CRM List Component, which allows for the automatic creation of SharePoint folders within admin defined entities for CRM Online. (You can activate a Dynamics CRM Online account from within your Office 365 account, which we will be writing a blog about soon!)
Here are the steps for integrating SharePoint with Microsoft Dynamics CRM.
1. Go to your Dynamics CRM Online account and click Settings, then click Document Management. In the document management section, you will first need to the Install List Component.
2. This will open a new window, Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2013. If you are on either the Midsized and Enterprise business
3. Choose CRM2011-SharePointList2013-ENU-amd64.exe then click Next. This will download a crmlistcomponent file.
4. Save the file to your computer and run. Make sure you know where you saved this to your computer because this will come up in step 4.
5. Go to your company SharePoint site under Sites in the Microsoft Portal Online. Navigate to your Site Settings page. In site settings click Solutions.
6. You will need to upload the crmlistcomponent file you downloaded and saved to your computer. Click Upload Solution, find the crmlistcomponent file and click Ok. Once it has uploaded, the Solution Gallery – Activate Solutions page will automatically open. You must click Activate before clicking close.
7. Go back to the document management page in your Dynamics CRM Online account and click Document Management Settings.
8. In the Document Management Settings page, either type or paste your company SharePoint URL and click next.
9. After adding your company SharePoint URL, you must select your Document Management Settings. To create a folder structure based on a specific entity, click the check box, and select the entity. Folders will be created on SharePoint in the context of Microsoft Dynamics CRM records. After choosing your document management settings create those entities, then click Finish.