CRM Online & SharePoint Online Document Management Setup

Way back in the year 2011 (time flies), I wrote an article on setting up Microsoft Dynamics CRM Online document management with SharePoint Online in an Office 365 scenario.

https://edwardsdna.wordpress.com/category/sharepoint

Today I had the occasion to configure the same and found that although the setup was essentially the same, the steps changed slightly.  Since I was doing the work, I thought I would share what’s changed. 

As before, there are a couple of things you need to get started:

• Sign up for an Office 365 E3 or E4 Trial Plan
• Complete the steps to add CRM Online if you haven’t already and launch CRM Online to ensure everything is working as expected.  This can actually be a bit tricky for first time users so have a look at this nice trial guide that Microsoft put together if you need some assistance.
• Download the SharePoint 2013 List Component and run it to extract the contents to a folder

Once you’ve completed the items above, you are ready to get started.
• Log into Office 365 and select Sites from the upper right menu bar

• Select Team Site and copy the Team Site URL and save it for later.  The URL should look something like https://O365OrgName.sharepoint.com

• Select Site Settings

• Select Solutions

• Select Upload Solution

• Select Choose File

• Select the file named crmlistcomponent.wsp from the folder where you extracted the list component files

• Select OK

• Select the Activate button and wait for the activation process to complete

• The process may take a few minutes to complete

• It will look like this when completed

Next we need to configure the CRM Online site to integrate with SharePoint

• Select CRM from the top navigation menu

• Select Settings from the left navigation menu and select Document Management

• Select Document Management Settings

• Select the entities you would like to enable for Document Management, paste the SharePoint Team Site URL that you saved from the previous step into the URL field and select Next
• Wait for the validation of the URL to Complete.  If it completes with a warning that the list component is not activated go back and activate the SharePoint List component again as described above

• Leave the Based on entity button unchecked and select Next *

• Select Ok

• Wait for the setup to complete and select Finish

You are now ready to add and manage your documents from CRM.  Check out the CRM Community Resource Center or your help files for more information.

* You can select the Help button to learn more about the Document Management folder structure.

References:

Scenario 7: Set up Microsoft Dynamics CRM Online to work with Office 365 SharePoint