Install the Microsoft Dynamics CRM List component or enable server-based SharePoint integration

 

Applies To: Dynamics CRM 2013

The documents for your Microsoft Dynamics CRM records can be stored on Microsoft SharePoint in folders. You can either create the folders manually or you can let CRM automatically create the folders using the document management feature.

To let CRM automatically create folders, install the Microsoft Dynamics CRM List Component, a SharePoint solution, on a site collection in SharePoint or if you are using Microsoft Dynamics CRM Online with Microsoft SharePoint Online, Enable server-based SharePoint integration.

Tip

Check out the following video on Microsoft Dynamics CRM Online Spring ‘14 SharePoint document management: http://youtu.be/guBcprvtiSo.

Install the Microsoft Dynamics CRM List Component

1. Make sure that you meet the requirements to use the Microsoft Dynamics CRM documentation management feature with SharePoint. For more information, see SharePoint Document Management software requirements for Microsoft Dynamics CRM 2013.

2. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

3. Install the Microsoft Dynamics CRM List Component on the SharePoint server.

   Important

   The Microsoft Dynamics CRM List Component is not required when you use the Microsoft Dynamics CRM Online document management feature with Microsoft SharePoint Online. For more information, see Enable server-based SharePoint integration.

   Click or tap Settings > Document Management. On the command bar, click or tap Install List Component and follow the instructions here.

   1. Locate the folder where you downloaded CRM2013-SharePointList2013-ENU-amd64.exe or CRM2013-SharePointList2010-ENU-amd64.exe, and double-click it.

   2. Select Click here to accept the license agreement.

   3. Select a folder to store the extracted files, and then click OK.

   4. If you downloaded CRM2013-SharePointList2013-ENU-amd64.exe, the AllowHtcExtn.ps1 and crmlistcomponent.wsp files are extracted.

      If you downloaded CRM2013-SharePointList2010-ENU-amd64.exe, the crmlistcomponent.wsp file is extracted.

   5. Open your browser, and then in the address bar, type the URL of the site collection where you want to install the Microsoft Dynamics CRM List Component, and press Enter.

   6. Locate Solution Gallery in SharePoint:

      • If you’re using Microsoft SharePoint 2010: Click Site Actions, then Site Settings, and then under Galleries, click Solutions.

      • If you’re using Microsoft SharePoint 2013 or SharePoint Online: Click the Settings icon in the top-right corner, then Site Settings, and then under Web Designer Galleries, click Solutions.

      Note

      If you don’t see the Solutions link, check the custom script setting. In the Office 365 admin center, click Admin > Settings. Under Custom Script, click Allow users to run custom script on self-service created sites. Click Ok. Changes may take up to 24 hours to take effect.

   7. On the Solutions tab, in the New group, click Upload Solution.

   8. Click Browse, locate the crmlistcomponent.wsp file, and then click Open, and then click OK.

   9. After the solution is added, click Activate and then click Close.

      Note

      if you can’t activate this solution, see Allow HTC files in SharePoint 2013.

4. To complete the document management configuration, see Integration Guide: Microsoft Dynamics CRM Online and Office 365.

Allow HTC files in SharePoint 2013

By default, HTML component (.htc) files aren’t enabled on SharePoint 2013. To enable HTC, follow these steps.

1. Open PowerShell and navigate to the location that you downloaded and extracted the Microsoft Dynamics CRM List Component.

2. Type the following command, where https://mysharepointserver/CRM is the URL where the list component solution is installed, and then press ENTER.

   ./AllowHtcExtn.ps1 https://mysharepointserver/CRM
   

Enable server-based SharePoint integration

Earlier versions of Microsoft Dynamics CRM document management use a client-to-server strategy to authenticate and transmit data from Microsoft Dynamics CRM to SharePoint. For the Microsoft Dynamics CRM Online Spring ‘14 release, administrators can enable server-based (using server-to-server authentication) SharePoint integration.

Important

After you enable server-based SharePoint integration, you can’t revert to the previous client-based authentication method.

Be sure to check out: Important considerations for server-based SharePoint integration

To enable server-based SharePoint integration, in Microsoft Dynamics CRM, go to Settings > Document Management > Enable Server-based SharePoint Integration.

Information transmitted between CRM Online and SharePoint when you use server-based SharePoint integration

When you use the document management feature in Microsoft Dynamics CRM by using server-based SharePoint integration, the following information is transmitted between Microsoft Dynamics CRM Online and SharePoint.

• Entity name for the entity that is used to create folders in SharePoint, such as Account, Article, or Lead. To configure the entities that are integrated, go to Settings > Document Management > Document Management Settings.

See Also

Download: Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint
Manage your documents
Permissions required for document management tasks
Validate and fix SharePoint site URLs
Enable Document Management on Entities
Create or edit site records