How does SharePoint connect to Dynamics?
Table of Contents
- 1 How does SharePoint connect to Dynamics?
- 2 How do I enable SharePoint in CRM?
- 3 What is SharePoint integration?
- 4 How do I connect to SharePoint?
- 5 Can you use SharePoint as a database?
- 6 What is the Microsoft Dynamics CRM 2013 integration with SharePoint 2010/2013?
- 7 What are the different versions of Microsoft Dynamics CRM list component?
- 8 What is SharePoint Server integration in Dynamics 365?
Dynamics 365 integration with SharePoint step-by-step
- Go to Settings (a cog wheel icon on the top right), then Advanced Settings.
- Open Settings and choose System – Document Management.
- Choose the option Configure Server-Based SharePoint Integration.
In your Dynamic 365, navigate to Settings > Document Management > Enable Sever-based SharePoint Integration.
- In the Enable Server-based SharePoint Integration alert click Next.
- Choose Online for where your SharePoint sites are located, and then choose Next.
Can you integrate with SharePoint?
SharePoint integration for Customer Engagement can only be enabled using the web or Microsoft Dynamics 365 for Outlook. Dynamics 365 for Customer Engagement supports two types of integration with SharePoint: client-to-server and server-to-server (server-based).
SharePoint Server integration enables document management capabilities in Dynamics 365 for Customer Engagement. There are two aspects to SharePoint Server integration: Setting up SharePoint integration. A system administrator sets up a SharePoint Server environment.
Sign in to SharePoint
- Go to office.com, and sign in to your work or school account.
- In the upper left corner of the window, select the app launcher > All apps > SharePoint. Tip: If you don’t see the SharePoint app under All apps, use the Search box near the top of the window to search for SharePoint.
What can you do with Microsoft Dynamics CRM?
It’s a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.)
Yes, SharePoint sits on top of SQL Server, which is a relational database management system, but SharePoint itself is not a database. Still, SharePoint is not able to substitute a relational database because it can’t handle complex data relationships, large volumes of items or transactions.
The Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2010/2013 integration remains much as it was in CRM 2011 and is designated as not being a refreshed entity. However, there is a nice improvement in the document location and folder name. The setup is exactly the same in CRM 2013 as it was in CRM 2011, which you can reference here.
Do I need SharePoint to integrate with customer engagement?
Server-to-server integration with SharePoint: This does not require you to install the Microsoft Dynamics CRM List Component in SharePoint or any other additional software to have the SharePoint document management functionality within Customer Engagement.
What are the different versions of Microsoft Dynamics CRM list component?
There are two versions of the Microsoft Dynamics CRM List Component: Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010 : This version only works with SharePoint 2010. Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2013 : This version only works with SharePoint 2013 and SharePoint Online.
SharePoint Server integration enables document management capabilities in Dynamics 365 for Customer Engagement. There are two aspects to SharePoint Server integration: Setting up SharePoint integration. A system administrator sets up a SharePoint Server environment.