Sharepoint integration with dynamics RRS feed

  • Question

  • Hi,

    I'm trying with the integration of sharepoint in dynamics crm 2011 that in each account I have the list of documentos for this account displayed in sharepoint.

    Anyone can explain me how can I make this?


    Tuesday, February 26, 2013 9:44 AM

All replies

  • Hi,

    Have you installed the CRM List component for SharePoint? You need to do this first, followed by configuring the "Document Management" section in the settings of your CRM organisations.

    I found a good guide with plenty of screenshots that guides you trough the process of integration SharePoint with CRM: http://wellytonian.com/2011/05/sharepoint-2010-and-crm-2011-integration/

    If you have specific questions after reading the link, come back to this thread.



    Tuesday, February 26, 2013 9:49 AM
  • I follow the process like de link you provide me.

    The first time I go to one account > Documents it asked if I want to create a folder, I say OK

    All the other times, it says that the folder already exists and if i want to replace and not show the folder of the account but the home page of dynamics.

    How can I resolve this problem?

    Tuesday, February 26, 2013 10:40 AM