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Intelligent Technologies, Inc.

Updated: Dynamics CRM 2011 and SharePoint 2010 – A Match Made in Document Management Heaven

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The integration of SharePoint and Microsoft Dynamics CRM 2011 was arguably one of the most important features to be added to Microsoft’s CRM offering in recent memory.  It made the jobs of many Dynamics CRM users a great deal easier.  With this upgrade it became possible to access and edit all the information related to a customer or account in a single location.  When we last covered this topic in late 2010, in a blog post entitled, ”CRM 2011 and SharePoint 2010 – A Match Made in Document Management Heaven” this feature was only available to Dynamics CRM 2011 users who choose to deploy their solution on premise, not Dynamics CRM Online users.

But, I have some great news!  Microsoft Dynamics CRM Online users can now enjoy the same integration with SharePoint as those who host their system on premise.  Dynamics CRM Online supports integration with both SharePoint 2010 and 2007.  However, SharePoint 2010 is recommended because documents from SharePoint 2007 are displayed in an IFRAME, and folders cannot be automatically created on the SharePoint server.

 When you integrate SharePoint with Dynamics CRM Online, you can:

  • Create, upload, view, and delete documents on a SharePoint server from within Microsoft Dynamics CRM.
  • Use the SharePoint document management abilities within Microsoft Dynamics CRM such as check-in and check-out of the document, viewing version history, and changing the properties of the document.
  • Create a SharePoint document library from within CRM for any entity, whether it is an opportunity, account, lead, or marketing activity. You can even set it up so a document library is automatically created once a new account reaches a certain stage

Do you have users who only have access to either CRM Online or SharePoint?  Not to worry. As long as a user has the necessary permissions to view a file, they’ll be able to access it regardless of which system was originally used to upload it. 

To learn more about Microsoft Dynamics CRM Online and SharePoint integration, contact us today.  You’ll wonder how you ever lived without it!

By: Laura Heinbockel, Intelligent Technologies, Inc., a NC Microsoft Dynamics Partner

 

 

2 Responses to “Updated: Dynamics CRM 2011 and SharePoint 2010 – A Match Made in Document Management Heaven”

  1. I’m glad you enjoyed the post. Your feedback is greatly appreciated! Please let us know if there’s anything we can do for you.

  2. Thanks for sharing. Two things I like about the post, one it is straight forward and two it does not attempt to promote anyone’s position particularly. I like this one Intelligent.

 

 
 
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