Integrate Dynamics CRM 2016 (and earlier) with SharePoint

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.
Course info
Rating
(20)
Level
Intermediate
Updated
Mar 21, 2016
Duration
2h 50m
Table of contents
Course Overview
Introduction
Choosing an Implementation Method
Planning the SharePoint Folder Hierarchy
Setting up SharePoint
Configuring a List Component Integration
Configuring a Server Based Integration
Enabling Document Management in CRM
Securing Your Integration
Working with Documents
Description
Course info
Rating
(20)
Level
Intermediate
Updated
Mar 21, 2016
Duration
2h 50m
Description

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.

About the author
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.

Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi everyone, my name is Jonathan Gurwitz, and welcome to my course on Integrating Microsoft Dynamics CRM 2016 and earlier versions with Microsoft SharePoint. I've spent the last six years working as a Dynamics CRM Solution Architect at Liquid CRM, where I've led enterprise-level CRM projects predominantly in large financial services company. There are two ways to approach a document management integration process. You can either plan it properly and come out looking like a hero, or you could just jump right in without any planning and end up unemployed. I'm here to keep you employed and to teach you a few trade secrets to help you champion a super-successful integration project. Some of the major topics that we'll cover include an introduction to document management, planning the folder hierarchy in SharePoint, matching your CRM security rules with your SharePoint security rules, and working with the collaboration features from both your web browser and Microsoft Outlook. We won't be writing any code so you don't need any coding experience, but I suggest that before beginning the course, you should at least be familiar with the basics of Dynamic CRM. Let's learn about creating an integrated document management solution with Dynamics CRM and SharePoint.

Setting up SharePoint
We're going to need a Site Collection with a site to store our CRM documents. By default, a SharePoint Online instance is created with a site collection already in place. At Fraud and Launder, the IT department have requested that we don't use the default collection, but rather create a dedicated site collection for the integration with CRM. Let's see how to create a new site collection in CRM Online. I'm going to browse to the Office 365 portal and click Admin. I scroll down and under Admin, I select SharePoint. I click New to create a new site collection. And I create a private site collection, and I need to give my site collection a title. I'm going to call it CRM Collection, just for illustrative purposes, and I'm going to create it with the address /sites/crmcollection. I'm going to use the the Team Site template, and if I scroll down, I can select a Site collection administrator, which I'm going to use my account, which is called Admin. And then, I'm going to click OK. And now, we wait for it to be created. And you can see, it's done. We now have a new SharePoint Online site collection. Next, let's see how to do this in SharePoint On-Premise.

Configuring a List Component Integration
As discussed previously, you can configure your dynamic CRM to SharePoint integration using either Server Side Synchronization or the SharePoint List Component. If you're wanting to use the List Component, this module will demonstrate how to set it up. To configure your integration to use the List Component, in either CRM Online or On-Premise, you need to perform the following steps. You first need to create a SharePoint site for your integration. We've already completed this in a previous module. You then need to download the correct version of the List Component and add it to your SharePoint site collection. You then have to activate the List Component solution and then configure CRM to use the List Component. If you are using either SharePoint On-Premise or CRM On-Premise, there are some additional steps. If you're using SharePoint On-Premise, you may find that the List Component solution does not activate. To resolve this, you first need to enable HTC Extensions via PowerShell script, and then, you can activate the List Component solution in SharePoint. You also need to make sure that the SharePoint Foundation Sandboxed Code Service is running. If you're using CRM On-Premise, make sure that the CRM Sandbox Processing Service is running. Keep watching as we go through examples for each of these steps to set up a List Component integration.