April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Basic Integration
If you are using SharePoint 2010, you have the option to install the list component and do basic integration. Basic integration is not supported for SharePoint 2013. True integration requires the list components, and they are supported in both SharePoint 2010 and 2013. If you can implement them in your environment, you should do so (highly recommended).
Your document locations will be saved and viewable in the Document Management section as records in CRM 2013. From inside CRM, navigate to Settings > Document Management, and you will see the options shown earlier in Figure 19.2.
When you are using basic integration, the Install List Component and Document Management Settings options do not apply. If you are using SharePoint ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.