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Dynamics CRM SharePoint Integration - A Complete Guide

Learn how to integrate Sharepoint and Dynamics CRM. Get the best out of these to powerful platforms and streamline your business operations. Read more...<br>

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Dynamics CRM SharePoint Integration - A Complete Guide

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  1. Dynamics CRM SharePointIntegration- A CompleteGuide Microsoft has been ruling the tech world for decades and haschangedthewayweworkwithcomputers.Probably,we cannotimaginethetechnologyindustrywithoutthem.They arealsowellknownfortheirmultipleproductsandservices, operating systems, cloud computing services, CRMs, and many otherproducts. Two of the well-known products of Microsoft among enterprises are SharePoint and Dynamics 365. These two products not only make carrying out tasks easier forthe sales@crmjetty.com

  2. companies but also helps them streamline their operations. Andinthisblog,weare going totalkabouthowtointegrate SharePoint with Dynamics CRM and how enterprises can benefit by doingso. First, let’s understand each of them in brief, and then we’ll discussthestepsforintegratingthem. What isSharePoint? According to Microsoft, “Organizations use SharePoint to create websites. One can organize, share, store, and even access information from any device. You can access SharePoint via various web browsers like Microsoft Edge, etc.” In other words, SharePoint is a content/document management and collaboration tool developed byMicrosoft. It is essentially useful for internal purposes and works as a contentmanagementsystemfororganizations. What is Dynamics365? Dynamics 365 is a cloud-based solution that combines customer relationship management (CRM) and enterprise resource planning (ERP) with the power of Artificial Intelligence. With the help of Dynamics 365, you can securely manage yourcustomers’ data. sales@crmjetty.com

  3. The biggest advantage of using it is thatif as a company you are heavily dependent on Microsoft products like Office365 then having Dynamics 365 means easy integration with otherproducts. • Now, let’s go step by step on how you can integrate SharePoint with Dynamics 365 and what are the advantages of thesame. • Pre-requisites: • Before,startingtheintegrationcheckthefollowing: • PurchasethelicenseorinstallSharePoint • The user who is setting up the integration must have SystemAdministratorrightsforCRMandSharePoint. • On the basis of your requirements, locate the exact SharePointsite,orcreateanewSharePointsitecollection. • Add the SharePoint website to the trusted site in Internet Explorer. • Now without any further ado, let's start with the step by step process ofintegration: • Step 1: Open Dynamics 365, navigate to Settings → Advanced Settings. You will find this option only if you have System Administratorrights. sales@crmjetty.com

  4. Step2:ChooseSystemandthenclickonDocument Management. • Step 3: Then click on Configure Server-Based SharePoint. Upon clicking this, you will find option Define Deployment whereyouwillgettwooptions: • Online • On-premises sales@crmjetty.com

  5. Forthisdemonstration,wearegoingtochooseOnline.After selectingtheoption,nowclickonNext. Step 4: Now you will come on Prepare Sites. Here, you need to add the URL to your SharePoint website and click Next. Once your website is successfully validated, you will see the next section i.e. Validate Sites. Here, you will see the Validation Succeeded. Now, clickFinish. sales@crmjetty.com

  6. Step 5: Now, go back to the Document Management Settings. Here, you will need to select the entities forwhich youwanttoenableSharePointfolders. sales@crmjetty.com

  7. Step 6: Next up, you will see the pop-up screen. Here you needtoselecttheentitieswhichyouwanttostoreandclick Next.Goingfurther,youcancreatefoldersbasedonentities and also create subfolders for individual Accounts and Contacts. sales@crmjetty.com

  8. Step7:Oncethelibrariesaresetup,clickonFinish. Your integration of SharePoint and Dynamics CRM is set now. In your Dynamics CRM section, you will see the Documentssection.Beforeyoustartusingit,makesurethat youhavesetthepermissionsproperly. Don’tstopwiththisintegration,youcangoonestepfurther by integrating our Dynamics Portal solution with Dynamics CRM and SharePoint to streamline your businessoperations throughout. AboutUs: CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can renderenhanced sales@crmjetty.com

  9. interactions at each stage of your customer lifecycle. So, if youaresearchingforaportaldevelopmentcompany,weare here to help you in building the right customized portals. Something that your customers will love. We have served in this industry for a decade and have built many Dynamics Portallike customer portal, self-service portal, web development portals, etc. Get in touchwith us to create customized portals and we’ll help you kick start your journey towards growing withportals. Source: https://www.crmjetty.com/blog/dynamics-crm-sharepoint -integration sales@crmjetty.com

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