The platform will validate the site, and allow you to enable. Select Onpremise or Online to define your tenant> Click Next In the initial Window are highlights of the latest benefits of Microsoft’s Dynamics CRM SharePoint integration. Select Enable Server-Based SharePoint Integration link. It will provide many of the operational tools used between users and groups.Įnable server-based SharePoint Integration:Ĭlick the Menu icon then click Settings > Document Management. Why? Because SharePoint sometimes thought of as a single piece or item delivered by Microsoft, is actually a complete set of customizable service platforms, apps and services within the Microsoft platform. Group members will be able to hold centralized conversations, share documents, meeting notes, OneNote information and more related to your accounts and other Dynamics CRM records.Ī note for administrators, the steps below for enabling entities involves a system-wide publish near the end, which we caution will publish all of your pending, saved and unpublished Dynamics CRM customizations in all areas.Īs a housekeeping item, first an Administrator must enable server-based SharePoint integration. That’s what this combination grants – the opportunity for the organizational growth that happens when everyone’s day runs a little smoother. Responding to the need for more rapid business development via streamlined processes and collaboration without borders, we get more done together while working with less barriers. The familiar Dynamics CRM and Outlook interfaces to access all these tools in each place.OneNote’s simplistic yet sophisticated collaborative notebooks.The extensive operational support tools and document services of SharePoint.Here Microsoft has utilized many platform features like: Once initially installed, it will be called to publish customizations contained within the solution of your Dynamics CRM system as you configure entities when starting to use the Office 365 Groups tools. This specific new update from Microsoft is more than an enabled preview, it is an entire solution preview built for and leveraging the already exchange-configured Microsoft Dynamics CRM. The Dynamics CRM 2015 Spring Update contains a wonderful new preview feature titled Office 365 Groups which will allow for a unified experience among Microsoft Dynamics CRM and non-Dynamics CRM users as they collaborate operationally and on shared content.
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