O'Reilly logo

Microsoft Dynamics CRM Customization Essentials by Nicolae Tarla

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Document Management

The Document Management area allows you to configure SharePoint integration. Integrating Dynamics CRM with SharePoint in this way provides an additional functionality for document management. As you can see in the following screenshot, you can now start to take advantage of all the document versioning features of SharePoint, as well as checkouts, checkins, and auditing:

Document Management

In order to configure SharePoint integration, the following steps need to be followed:

  • First, in the Document Management Settings area, there's a link to Install List Component. This takes you to the download center where you can get the List Component. This is ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required