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The Microsoft Dynamics CRM 2011 List Component adds functionality to SharePoint which enables Document Management capabilities in Microsoft Dynamics CRM. In order to deploy the List Component Solution the following modifications to SharePoint are required:
These modifications cannot be made directly to SharePoint Online due to the multi-tenanted nature of the service. The SharePoint team is currently deploying new features to SharePoint Online – included in this update are the necessary modifications to support deploying the List Component.
I have posted a blog to CRM Connection describing the end user experience in Microsoft Dynamics CRM once the List Component has been installed. The purpose of this post is to highlight the steps required to deploy the List Component to SharePoint Online and configure within Microsoft Dynamics CRM.
The following steps highlight how to enable SharePoint Online as the Document Management functionality in Microsoft Dynamics CRM:
Install the Microsoft Dynamics CRM List Component Solution to SharePoint Online
Configure Data Management in Microsoft Dynamics CRM Online
Document Management with SharePoint Online is now configured within Microsoft Dynamics CRM. When a Microsoft Dynamics CRM user click on Documents on the CRM form, the List Component will look for a corresponding Document Library and if one does not exist create one.
Eric Boocock Senior Technical Product Manager