Integrate SharePoint with Microsoft Dynamics CRM 2011


Applies To: Dynamics CRM 2011

Microsoft SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions.

Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online now support integration with SharePoint that enables you to use the document management capabilities of SharePoint from within Microsoft Dynamics CRM. It enables you to store and manage documents in the context of a Microsoft Dynamics CRM record on a server that is running SharePoint, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a server that is running SharePoint, non-Microsoft Dynamics CRM users can directly access the documents on the server, provided they have the appropriate privileges on the server that is running SharePoint Server to do so.

 SharePoint integration with Microsoft Dynamics CRM enables you to:

  • Create, upload, view, and delete documents on a server that is running SharePoint from within Microsoft Dynamics CRM.

  • Use the SharePoint document management abilities within Microsoft Dynamics CRM, such as checking the document in and out, viewing version history, and changing document properties.

You use the following entities to store and manage the SharePoint Server location records: SharePointSite and SharePointDocumentLocation.

Microsoft Dynamics CRM 2011

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