Configure SharePoint integration using the list component

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

If you can’t use server-based SharePoint integration, you must install the Microsoft Dynamics CRM List Component to get document management functionality. The Microsoft Dynamics CRM List Component is a SharePoint solution that you upload and activate on a SharePoint site collection. This feature uses a client-to-SharePoint Server strategy to authenticate and transmit data.

Warning

Microsoft SharePoint Online has removed code-based sandbox solutions. Notice that the Microsoft Dynamics CRM List Component is a sandboxed solution that requires a SharePoint sandbox environment.

• If you're integrating Microsoft Dynamics 365 with SharePoint for the first time, use server-based authentication. More information: Set up SharePoint integration with Microsoft Dynamics CRM

• If you currently use the list component, we strongly recommend that you switch to server-based authentication. More information: Switching from the list component or changing the deployment

1. Make sure that you meet the requirements to use the Microsoft Dynamics 365 documentation management feature with SharePoint. For more information, see SharePoint Document Management software requirements for Microsoft Dynamics 365.

2. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

   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 server-based SharePoint integration. For more information, see Set up SharePoint integration with Microsoft Dynamics 365 .

   Go to Settings > Document Management. On the command bar, click Install List Component and follow the instructions here.

   1. Locate the folder where you downloaded CRM2016-SharePointList2013-ENU-amd64.exe or CRM2016-SharePointList2010-ENU-amd64.exe, and open 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 CRM2016-SharePointList2013-ENU-amd64.exe, the AllowHtcExtn.ps1 and crmlistcomponent.wsp files are extracted.

      If you downloaded CRM2016-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 button 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, 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. For detailed document management configuration steps, see Set up Dynamics 365 (online) to use SharePoint Online.

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 where you downloaded and extracted the Microsoft Dynamics CRM List Component to.

2. Type the following command, where https://mysharepointserver/Dynamics 365 is the URL where the list component solution is installed, and then press ENTER.

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

See Also

Download: Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint
Set up SharePoint integration with Microsoft Dynamics 365
Permissions required for document management tasks

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