In this webinar, our experts showcase a variety of demo use cases of how different components of the...
As the Spring '14 Wave continues to make 'waves' , we continue our own deep-dive into the changes. Previously, versions of Microsoft Dynamics CRM online used a client-to-server strategy to authenticate and transmit data from Microsoft Dynamics CRM to SharePoint Online. Now Dynamics has introduced a new approach to CRM and SharePoint integration. The integration now happens at the server level and, administrators can enable server-based SharePoint integration.
Steps to enable server-based SharePoint Integration:
3. When you click on Enable server-based SharePoint integration, a wizard will open where you have to enter your SharePoint Site URL and click Next.
4. The wizard will validate your SharePoint site. After validation is finished, click Next.
5 .Click Finish to finish creating a server connection between Microsoft Dynamics CRM and SharePoint Online.
Server-based SharePoint integration is now enabled. Now, you can start using the document management feature in Microsoft Dynamics CRM by using server-based SharePoint integration as you did with the previous client side integration.
Key Points:
Note: Users don't need to log into SharePoint before viewing documents in CRM.
Please keep your eye on our blog for additional tips and tricks to enhance your CRM experience, as well as for education and other Microsoft Dynamics CRM updates.
Happy CRM'ing!