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Switching from the list component or changing the deployment

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

Follow the steps described here to switch from the list component to server-based authentication or if you change the Microsoft SharePoint deployment type, such as moving from SharePoint on-premises to SharePoint Online.

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Switch from list component to server-based authentication

Changing the SharePoint deployment type

Switch from list component to server-based authentication

If your organization is already using the list component with Microsoft SharePoint for document management with Microsoft Dynamics 365, you can switch to server-based authentication by following these steps.

  1. Follow the steps to set up server-based SharePoint integration that best fits your deployment type. For more information, see the See Also topics below.

    Note

    If you've made changes to SharePoint, such as new SharePoint servers, new site collections, or migrated from SharePoint on-premises to Microsoft SharePoint Online, consider deactivating outdated SharePoint site records. When you run the Enable Server-Based SharePoint Integration wizard, the wizard will attempt to validate all active SharePoint sites. More information: Deactivate a site

  2. Although it is not required for server-based authentication, we recommend that you deactivate and then delete the list component SharePoint solution from the SharePoint site collection. To do this, after you have confirmed that server-based authentication is enabled, in a web browser sign-in to the site collection, click the Settings button in the top-right corner, then Site Settings, and then under Web Designer Galleries, click Solutions. Choose crmlistcomponent, and then on the tool bar click Deactivate. Choose the crmlistcomponent again, and then on the tool bar click Delete.

Changing the SharePoint deployment type

  1. After the migration of Microsoft SharePoint to either online or on-premises is completed, deactivate the outdated SharePoint site records. You must do this because, when you run the Enable Server-Based SharePoint Integration wizard, the wizard will attempt to validate all active SharePoint sites. More information: Deactivate a site

  2. Follow the steps to set up server-based SharePoint integration that best fits your deployment type. For more information, see the See Also topics below.

Deactivate a site

  1. Go to Settings > Document Management.

  2. Click SharePoint Sites.

  3. Select the SharePoint site you want to remove, and then on the tool bar select Deactivate.

  4. Repeat step three for all sites that you want to deactivate.

See Also

Configure server-based authentication with Dynamics 365 Online and SharePoint Online
Configure server-based authentication with Dynamics 365 Online and SharePoint on-premises
Configure server-based authentication with Microsoft Dynamics 365 (on-premises) and SharePoint Online
Configure server-based authentication with Microsoft Dynamics 365 (on-premises) and SharePoint on-premises
Set up SharePoint integration with Microsoft Dynamics 365

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