Microsoft Dynamics CRM integration with Office 365 SharePoint Online List Component

The SharePoint team is in the process of deploying some new features to the SharePoint Online service. The rollout of these new SharePoint Online features across the data centers is expected to be completed by end of November.

Most notable from a Microsoft Dynamics CRM perspective, is that Microsoft Dynamics CRM customers can now take advantage of the rich SharePoint Online document management functionality directly within the Microsoft Dynamics CRM application. This provides users the ability to create SharePoint Online Document Libraries dynamically within CRM – when and where they are needed. Companies can add Document Management capabilities to entities such as Accounts, Opportunities, Cases or even custom entities in Microsoft Dynamics CRM.

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 Microsoft Dynamics CRM
  3. Click on Documents – If the Account does not have a corresponding Document Library in SharePoint Online one is automatically created Document Library in SharePoint
  4. The SharePoint Online Document Library for this Account is rendered directly with CRM SharePoint Online Document Library
  5. Users can simply upload content to SharePoint Online while working within Microsoft Dynamics CRM Upload content to SharePoint Online
  6. Similar to Microsoft Dynamics CRM, SharePoint Online leverages Lync presence to drive individual productivity. SharePoint Online
  7. The corresponding view of the Document Library within SharePoint Online. Corresponding view of the Document Library within SharePoint Online

For additional technical guidance on how to install the Microsoft Dynamics CRM 2011 List Component see theMicrosoft Dynamics CRM Team blog.

Eric Boocock Senior Technical Product Manager

Published on: .

This post has matured and its content may no longer be relevant beyond historical reference. To see the most current information on a given topic, click on the associated category or tag.

How can we help?


Let's start a conversation

location Agile IT Headquarters
4660 La Jolla Village Drive #100
San Diego, CA 92122

telephone-icon + 1 (619) 292-0800 mail-icon

Don’t want to wait for us to get back to you?