Configuration steps for CRM Online organizations with SharePoint Online for document management purposes. The following steps should walk you through this process:
- Create a CRM Online organization. If you need to create a 30 day trial organization, click here.
- If you haven’t already, set up an Office 365 organization. You’ll want to verify that you can reach the SharePoint site (ex. https://organization.sharepoint.com). To sign up for a free 30 day Office 365 trial,click here.
- Download and extract the Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010.
- Add the crmlistcomponet.wsp file to your SharePoint Online site:
- Click Site Actions, and then click Site Settings.
- Under Galleries, click Solutions.
- On the Solutions tab, in the New group, click Upload Solution.
- Click Browse, locate the crmlistcomponent.wsp file, and then click OK.
- On the Solutions tab, in the Commands group, click Activate.
- Add the SharePoint URL to the Document Management Settings area in your Microsoft CRM Online organization:
- Settings – Document Management Settings
- Select the entities you want to enable document management on
- Specify the SharePoint Online URL
- Select Next
- Select whichever option you’d like for the “Select folder structure” page. If you want to keep things basic where you have the following format, Contacts – [Contact Name] – [Documents], you’ll want to leave this section blank.
- Continue to select Next
At this point, you should be ready to add document storage locations to your enabled entities. You’ll need to open a document management enabled record (ex. Contact) and select the Documents are on the left-hand pane. If things are working correctly, you’ll be presented with a message that says the following “A folder will be created in the location: [SharePoint site] Click OK to continue.”
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