I’ve seen a number of questions coming through these days asking for steps to link CRM Online organizations with SharePoint Online for document management purposes. The following steps should walk you through this process:
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.”
Can't complete 4.b. because "Solutions" is not listed under Galleries.
Very simple. We have found the need to open SharePoint anyway to get the CRM Documents pane to show up instead of a message indicating "content cannot be opened in an iframe." Also having problems getting Documents to show up in CRM for Outlook (2010). Thoughts?
I am working with CRM to SharePoint integration and have been able to connect crm to sharepoint. I was wondering if you knew the best way to get the authenticated CRM user to open the SharePoint document from w/in CRM. Some users are being asked for sp credentials and I can't seem to find anything that would show a read through to SharePoint to open documents in CRM.