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
(22)
Level
Intermediate
Updated
Mar 21, 2016
Duration
2h 51m
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
(22)
Level
Intermediate
Updated
Mar 21, 2016
Duration
2h 51m
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.