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Integrate Dynamics CRM 2016 (and earlier) with SharePoint

by Jonathan Gurwitz

This course will teach you how to use SharePoint’s powerful document management and collaboration features to enhance your work with Dynamics CRM 2016. You'll learn everything from how to implement Dynamics CRM, to securing the integration.

What you'll learn

Power up your Dynamics CRM implementation by taking advantage of the out-of-the-box integration between Dynamics CRM and SharePoint. This course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, will teach you to integrate Microsoft Dynamics CRM 2016 and below with SharePoint's powerful document management and collaboration features. Through lessons and demos, you'll learn about implementation options, creating folders in SharePoint, and configuring and securing your integration. Both CRM On-premise and CRM Online scenarios are addressed. By the end of this course, you will have learned how to use Sharepoint to enhance your experience with Dynamics CRM 2016.

Table of contents

Course Overview
Configuring a Server Based Integration

About the author

With over 17 years of combined experience in the tech-start up, management consulting, and Microsoft Dynamics CRM space – Jonathan has acquired a unique blend of expert technical and business skills. He has led many enterprise level Microsoft Dynamics CRM implementations across various global brands. With a passion for working with people, Jonathan believes that ultimately people are searching for meaning in their work. Therein lies an exciting opportunity to align people and systems, empowering... more

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