Integrate Microsoft Dynamics CRM 2015 with SharePoint

Article
06/05/2017

Applies To: Dynamics CRM 2015

Microsoft SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions.

The SharePoint integration feature enables you to store and manage documents on SharePoint in the context of a Microsoft Dynamics CRM record, and use the SharePoint document management abilities in Microsoft Dynamics CRM, such as checking the document in and out, viewing version history, and changing document properties. You can integrate with SharePoint in two ways:

Client-to-server integration with SharePoint: This requires you to install the Microsoft Dynamics CRM List Component in the sandboxed environment of SharePoint to have the SharePoint document management functionality within CRM. The client-to server integration is supported for both online and on-premises versions of CRM and SharePoint.
Server-to-server integration with SharePoint (CRM Online only): This does not require you to install the Microsoft Dynamics CRM List Component in the sandboxed environment of SharePoint or any other additional software to have the SharePoint document management functionality within CRM. After you enable server-based SharePoint integration for your organization, you can’t revert to the client-based authentication method. The server-based integration is supported for SharePoint Online, and SharePoint on-premises only if you have Microsoft Dynamics CRM Online 2015 Update 1.

More information: Enable SharePoint integration

Use the SharePointSite and SharePointDocumentLocation entities to store and manage the SharePoint Server location records in CRM, and the UserMapping entity to define custom claim mappings to use a value other than the default value used by CRM Online to authenticate and authorize CRM users in SharePoint.