Let me show you a very easy way to integrate Sharepoint Online with Microsoft Crm Online.
This is extremely helpful in many ways.
For example: you can upload documents to Sharepoint Libraries directly from Crm. This integration keep synchronized all libraries and create libraries hierarchy for you, as simple as click one button.
Well. The first thing what we need to have is Microsoft Dynamics CRM 2011 List Component
Download to your computer. Choose a folder to extract the zip file.
You will see the following documents:
Now we need to go to our sharepoint online organization. In the main menu of your Office 365 Account click the Sharepoint Online Link:
Then choose the site to integrate:
At this point you are seeing the usual Sharepoint interface.
We need to go to Site Actions – Site Settings:
Once there go to Galleries – Solution:
At ribbon click "Upload Solution":
Upload your .wsp File
Weel. All set in Sharepoint. Now we need to go to our Crm.
In Crm go to Settings – Document Management – Document Management Settings:
Crm will show a window where you can select the entities which integration will be applied.
Also, We'll need to enter our Sharepoint Url, for example:
Click Next.
The Url is validated and you need to choose if you will use or not a specific folder structure and which you are going to use. For example:
a. Entities related to accounts
•Structure: <DefaultSite>/Accounts/<accountname>/<EntityName>/<recordname>
•Example: Opportunity called Opportunity1 related to Michael account http://SPServer/Accounts/ Michael /Opportunity/ Opportunity1
b. Entities related to Contacts
•Structure: <DefaultSite>/ Contacts /<accountname>/<EntityName>/<recordname>
•Example: Opportunity called Opportunity1 related to Michael Contacts http://SPServer/Contacts/ Michael/Opportunity/ Opportunity1
c. For entities not related to Acounts/ Contacts
•Structure:<DefaultSite>/<EntityName>/<recordname>
•Examples:
• Opportunity called Opportunity1 :
http://SPServer/Opportunity/Opportunity1
• Quote called MichaelQuote related to Michael account:
http://SPServer/Quotes/ MichaelQuoted.
If you haven't selected anything
- Structure:<DefaultSite>/<EntityName>/<recordname>
- Examples:
• Opportunity called Opportunity1:
• http://SPServer/Opportunity/Opportunity1
• Quote called MichaelQuote related to Michael account:
http://S PServer/Quotes/ MichaelQuote
CLICK NEXT.
Click Ok.
At this point document libraries are being created in Sharepoint.
Click Finish
Your Crm – Sharepoint integration it's already set!.
Now the only thing you have to do it's to use it. How do we do that?. Easy!. Just go to the CRM record to which you want to upload files. For example: Account.
At the navigation panel select "Documents":
You'll see a list of the documents uploaded for this account. You can upload documents as easy as click the 'Add button'
The file will be uploaded and sharepoint will create a document library to each account insofar as it is used.
Add Location
You can add more than one Sharepoint location to the same Crm Record. To do this here are the steps you have to follow:
• Go to the CRM record for which you want to create a folder and start storing documents in.
• Click on "Add location" in the ribbon.
Here we have two different options:
•"Specify the UR of an existing Sharepoint folder"
•"Create a SharePoint folder".
If you already have a Sharepoint location that you want to associate to your Crm record just select "Specify the UR of an existing Sharepoint folder" option.
•Type the url of your existing Sharepoint Option and click Save.
If you want to create a new Sharepoint folder into your Sharepoint Site then follow the next steps:
•Select "Create a SharePoint folder".
(You can change the parent site if you want).
•Change the folder name to the desired folder
•Click Ok.
•Accept the confirmation dialog that pops up
DONE!: This will create a new folder in Sharepoint where users can store documents in.
References :
http://crmbusiness.wordpress.com/2011/03/07/crm-2011-how-to-setup-sharepoint-integration
