SharePoint and Dynamics 365

Microsoft Dynamics CRM has made native SharePoint integration options available out of the box. SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions. The document management integration shows up in two places. First, there is a Documents view on every record in CRM, as shown in below image. This integration option allows users to access SharePoint documents by entity across the application.

Second, there is the Document Management page in System > Settings in below image. This is where administrators set up and configure the SharePoint options that allow the SharePoint documents in above image to be referenced and where they will ultimately reside.

 

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