Dynamics CRM Document Management using SharePoint

Integration between SharePoint and Dynamics CRM

Here by, we are going to understand SharePoint Integration with Dynamics CRM. Microsoft SharePoint is an enterprise collaboration platform designed to manage lists of data and documents. Whereas Dynamics CRM is more to support relationships between data and documents. Therefore you can compose custom code to model your business and use many of the features in SharePoint to surface data from other systems. Since SharePoint is valuable feature for office users in terms of document security so most of user like to store documents in Share-Point rather storing in any other software.
With integration of Dynamics CRM and SharePoint document management, therefore it’s possible to share CRM data with customers. And enable them to submit requests, track status, view information, and see results through SharePoint. Either SharePoint uses within an organization to store and share business documents, CRM data. And also SharePoint helps to create and visualize reports and data through Web-based dashboards and shared workflow.

Setting Up SharePoint with CRM:
  1. Download and install Microsoft Dynamics List Component to SharePoint. While make sure that the status of the solution is in Activated mode. If not, press Activate button from the ribbon.
  2. Configure Document Settings in Dynamics CRM and choose which record types to allow document storage.
  3. Validate the SharePoint URL in Dynamics CRM.
  4. Choose the entities to be enabled for Document Management.

Accessing CRM from SharePoint:

Approaches for accessing Dynamics CRM from SharePoint:

  1. For SharePoint 2010/2013 Server on-premises , SharePoint BCS gets configured with Dynamics CRM database. Therefore CRM database supports direct access of filtered views. Therefore create external content types against these filtered views in SharePoint without any script. The only major drawback is access, read only and works for On-Premises.
  2. Use the List Web Part for Microsoft Dynamics CRM 4.0. Although not a supported feature within CRM 2011. Beside that blog does a great job at explaining how CRM 4.0 List Web part can work with CRM 2011 deployment. This is simple to configure without any code.
  3. To use a proxy web service, configure SharePoint BCS with CRM WCF services. Hence use the BCS Connector for this.
  4. Either develop a Silverlight Web Part or an Visual Web Part in SharePoint. Although it may require lots of effort in coding. it gives endless possibilities to customize as per your requirements.
Posted: Mar 23, 2018,
Categories: Customization,
Comments: 0,
Author: Urish Arora
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