Set up SharePoint integration with Microsoft Dynamics 365
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
The information provided here is for versions of Dynamics 365 prior to Dynamics 365 (online), version 9.0. For the latest documentation, see Set up SharePoint integration.
With Microsoft Dynamics 365, you can use the document management capabilities of Microsoft SharePoint from within Dynamics 365. You can store and manage documents in the context of a Dynamics 365 record on a SharePoint Server, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a SharePoint Server, non-Microsoft Dynamics 365 users can directly access the documents on the SharePoint Server, provided they have the appropriate permissions.
For document management functionality, you either enable server-based SharePoint integration (recommended) or install the Microsoft Dynamics CRM List Component, a SharePoint solution, on a site collection in SharePoint. Server-based SharePoint integration is recommended instead of the Microsoft Dynamics CRM List Component for the following reasons.
Users sign-in once and do not have to sign-in to both Microsoft Dynamics 365 and SharePoint. With the list component, users must sign in to both.
The list component is a SharePoint sandboxed solution. Sandboxed solutions are being deprecated and will no longer be available for both Microsoft SharePoint Online and later versions of SharePoint on-premises. More information: Sandboxed solutions overview
No additional software is required to install on SharePoint.
SharePoint documents will display in Microsoft Dynamics 365 lists.
Users can perform SharePoint actions from the Dynamics 365 command bar.
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