Dynamics CRM SharePoint Integration - A Complete Guide - PowerPoint PPT Presentation

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Dynamics CRM SharePoint Integration - A Complete Guide

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Title: Dynamics CRM SharePoint Integration - A Complete Guide


1
Dynamics CRM SharePoint Integration - A
Complete Guide
Microsoft has been ruling the tech world for
decades and has changed the way we work with
computers. Probably, we cannot imagine the
technology industry without them. They are also
well known for their multiple products and
services, operating systems, cloud computing
services, CRMs, and many other products.
Two of the well-known products of Microsoft among
enterprises are SharePoint and Dynamics 365.
These two products not only make carrying out
tasks easier for the
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companies but also helps them streamline their
operations. And in this blog, we are going to
talk about how to integrate SharePoint with
Dynamics CRM and how enterprises can benefit by
doing so. First, lets understand each of them in
brief, and then well discuss the steps for
integrating them. What is SharePoint? According
to Microsoft, Organizations use SharePoint to
create websites. One can organize, share, store,
and even access information from any device. You
can access SharePoint via various web browsers
like Microsoft Edge, etc. In other words,
SharePoint is a content/document management and
collaboration tool developed by Microsoft. It is
essentially useful for internal purposes and
works as a content management system for
organizations. What is Dynamics 365? Dynamics
365 is a cloud-based solution that combines
customer relationship management (CRM) and
enterprise resource planning (ERP) with the
power of Artificial Intelligence. With the help
of Dynamics 365, you can securely manage your
customers data.
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  • The biggest advantage of using it is that if as a
    company you are heavily dependent on Microsoft
    products like Office 365 then having Dynamics
    365 means easy integration with other products.
  • Now, lets go step by step on how you can
    integrate SharePoint with Dynamics 365 and what
    are the advantages of the same.
  • Pre-requisites
  • Before, starting the integration check the
    following
  • Purchase the license or install SharePoint
  • The user who is setting up the integration must
    have System Administrator rights for CRM and
    SharePoint.
  • On the basis of your requirements, locate the
    exact SharePoint site, or create a new
    SharePoint site collection.
  • Add the SharePoint website to the trusted site in
    Internet Explorer.
  • Now without any further ado, let's start with the
    step by step process of integration
  • Step 1 Open Dynamics 365, navigate to Settings ?
    Advanced Settings. You will find this option
    only if you have System Administrator rights.

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Step 2 Choose System and then click on Document
Management.
  • Step 3 Then click on Configure Server-Based
    SharePoint. Upon clicking this, you will find
    option Define Deployment where you will get two
    options
  • Online
  • On-premises

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For this demonstration, we are going to choose
Online. After selecting the option, now click
onNext. Step 4 Now you will come on Prepare
Sites. Here, you need to add the URL to your
SharePoint website and click Next. Once your
website is successfully validated, you will see
the next section i.e. Validate Sites. Here, you
will see the Validation Succeeded. Now, click
Finish.
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Step 5 Now, go back to the Document Management
Settings. Here, you will need to select the
entities for which you want to enable SharePoint
folders.
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Step 6 Next up, you will see the pop-up screen.
Here you need to select the entities which you
want to store and click Next. Going further, you
can create folders based on entities and also
create subfolders for individual Accounts and
Contacts.
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Step 7 Once the libraries are set up, click on
Finish.
Your integration of SharePoint and Dynamics CRM
is set now. In your Dynamics CRM section, you
will see the Documents section. Before you start
using it, make sure that you have set the
permissions properly. Dont stop with this
integration, you can go one step further by
integrating our Dynamics Portal solution with
Dynamics CRM and SharePoint to streamline your
business operations throughout. About
Us CRMJetty is a hub of innovative customer
relationship solutions. Our tools ensure that
you can render enhanced
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interactions at each stage of your customer
lifecycle. So, if you are searching for a portal
development company, we are here to help you in
building the right customized portals. Something
that your customers will love. We have served in
this industry for a decade and have built many
Dynamics Portal like customer portal,
self-service portal, web development portals,
etc. Get in touch with us to create customized
portals and well help you kick start your
journey towards growing with portals.
Source h ttps//www.crmjetty.com/blog/dynamics-cr
m-sharepoint - integration
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