Tuesday, November 08, 2011

Dynamics CRM 2011 and Sharepoint Online Integration

Microsoft Dynamics CRM integration with SharePoint Online is here

To take advantage of this functionality follow these easy steps:

  1. Your Microsoft Dynamics CRM System Administrator must install the Microsoft Dynamics CRM 2011 List Component
  2. Once enabled, the Microsoft Dynamics CRM user can open an Account
  3. Microsoft Dynamics CRM Account
  4. Click on Documents – If the Account does not have a corresponding Document Library in SharePoint Online one is automatically created
  5. The SharePoint Online Document Library for this Account is rendered directly with CRM
  6. Users can simply upload content to SharePoint Online while working within Microsoft Dynamics CRM
  7. Similar to Microsoft Dynamics CRM, SharePoint Online leverages Lync presence to drive individual productivity.

  8. The corresponding view of the Document Library within SharePoint Online.
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