September 2011
Intermediate to advanced
1008 pages
24h 27m
English
To implement basic integration, follow these steps:
1. From inside Microsoft Dynamics CRM, open the record of your choice, and click Documents. You will receive the prompt shown in Figure 17.3.
Figure 17.3 Prompt to link a CRM record to a SharePoint document location in basic integration.

2. Enter the name of the location and the URL to your SharePoint site where the documents will be stored, as shown in Figure 17.4.
Figure 17.4 Type in the absolute URL used to access the pre-existing SharePoint document library.
