April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Installing the List Component
To implement basic integration, follow these steps:
1. From inside Microsoft Dynamics CRM, open the record of your choice and click Documents. The prompt shown in Figure 19.3 will appear.
FIGURE 19.3 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 19.4.
FIGURE 19.4 Type in the absolute/full URL used to access the preexisting SharePoint document library.
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