How to Use SharePoint Add-on with our Dynamics Customer Portal

1. How to Use SharePoint Add-on with our Dynamics Customer Portal With our latest major release of Dynamics WordPress Customer Portal v3.1, we launched SharePoint Integration add-on that would allow our customers to keep all their documents in sync on all the platforms; Dynamics 365, Customer Portal, andSharePoint. sales@crmjetty.com

2. Pain Point: With our Dynamics CRM WordPress Portal, you could not store or manage the documents in an organized manner. You could just attach the documents to your “Notes” for a specificrecord. And knowing how document management is one of the most criticalworksforabusiness,wedevelopedouradd-on to add value to our solution. When it comes to documents, admin and users want to collaborate to manage and store the documents associated with specific records; for example, quotes, proposals, attachments,etc. With Dynamics 365, Microsoft has provided a variety of sub-products and Apps to facilitate most of the business requirements, SharePoint being one of them. By integrating SharePoint in Dynamics 365, it will allow to CRM users as well as Customer Portal users to manage and store the documents. sales@crmjetty.com

3. Once you install the “SharePoint Integration” plugin in Dynamics CRM, you can configure the accessibility to uploadthedocuments(oranyfiles),allowtocreateafolder, anddeleteoptionforthePortalusers. • First,let’stakealookatprerequisites: • YoushouldloginasanAdministratorinDynamicsCRM. • You must have installed and enabled the CRMJetty WP Portal in DynamicsCRM. • YoumusthaveconfiguredtheCRMPortalinyour WordPresssite. • YoumusthaveintegratedtheSharePointadd-onin DynamicsCRM. • YoushouldbeloggedintoOffice365-SharePoint. sales@crmjetty.com

4. For this to work, you must install the “SharePoint Integration” plugininyourDynamicsCRMandinWordPress Admin aswell. • FollowthebelowstepstoinstallSharePointIntegration: • Dynamics CRMside: • On purchasing this add-on, you will get a zip file named ‘Portal SharePointIntegration’. • LogintoyourCRMAccountandnavigatetotheSettings→ • Solutionsmenu. -Clickon‘Import’touploadandinstalltheAdd-on. sales@crmjetty.com

5. - Import the “Portal SharePoint” Zip file and proceed to installSharePoint. • Once you import the plug-in, it will be displayed in the solutions gridview. • WordPressside: • To start with the installation, Log-in as Administrator into WordPress. Click on ‘Plugins’ and click on ‘Add New’ to install thepackage. sales@crmjetty.com

6. -Touploadtheplugin,clickonthe‘UploadPlugin’button. - Now, click on the ‘Browse’ button and Browse the zip file. After uploading the package, click on the ‘Install Now’ buttontoinstallthepackage. - Once you’ve installed the plugin successfully, activate the plugin. sales@crmjetty.com

7. Once you’ve configured SharePoint Integration in Dynamics CRMas well as WordPress, provide the users role-wise permission. You can also configure languages if you want to display the captions and messages in the local languages of your portalusers. Now, after all the configuration, your customers will getthe DocumentsmoduleintheWPCustomerPortal(Frontend). sales@crmjetty.com

8. Your customer can manage the documents based on the permissionsyouhaveprovidedfromtheCRMbackend. • There are many features provided for the customers to better utilize this add-on,like: • Yourcustomerscansortthelistofdocuments,changethe viewbyselectingGridvieworListview. • Breadcrumbs navigation is provided information about the subfolder and itspath. sales@crmjetty.com

9. Once your customers upload documents from the portal, the documents get synced and will be available in the CRM andintheSharePointaswell. Because of the real-time two-way data sync functionality, thedocumentsandthedataareupdatedallthetimeandon alltheplatformsleavingnoroomformiscommunication. Source: https://www.crmjetty.com/blog/how-to-use-sharepoint-ad d-on-with-dynamics-customer-portal/ sales@crmjetty.com