Tag: dynamics crm sharepoint integration

How to Use SharePoint Add-on with our Dynamics Customer Portal

With our latest major release of Dynamics WordPress Customer Portal v3.1, we launched SharePoint Integration add-on that would allow our customers to keep all their documents in sync on all the platforms; Dynamics 365, Customer Portal, and SharePoint.

Pain Point: With our Dynamics CRM WordPress Portal, you could not store or manage the documents in an organized manner. You could just attach the documents to your “Notes” for a specific record.

And knowing how document management is one of the most critical works for a business, we developed our add-on to add value to our solution. When it comes to documents, admin and users want to collaborate to manage and store the documents associated with specific records; for example, quotes, proposals, attachments, etc.

With Dynamics 365, Microsoft has provided a variety of sub-products and Apps to facilitate most of the business requirements, SharePoint being one of them. By integrating SharePoint in Dynamics 365, it will allow to CRM users as well as Customer Portal users to manage and store the documents.

Once you install the “SharePoint Integration” plugin in Dynamics CRM, you can configure the accessibility to upload the documents (or any files), allow to create a folder, and delete option for the Portal users.

First, let’s take a look at prerequisites:

– You should log in as an Administrator in Dynamics CRM.

– You must have installed and enabled the CRMJetty WP Portal in Dynamics CRM.

– You must have configured the CRM Portal in your WordPress site.

– You must have integrated the SharePoint add-on in Dynamics CRM.

– You should be logged in to Office365-SharePoint.

– For this to work, you must install the “SharePoint Integration” plugin in your Dynamics CRM and in WordPress Admin as well.

– Follow the below steps to install SharePoint Integration:

Dynamics CRM side:

– On purchasing this add-on, you will get a zip file named ‘Portal SharePoint Integration’.

– Login to your CRM Account and navigate to the Settings →  Solutions menu.

– Click on ‘Import’ to upload and install the Add-on.

– Import the “Portal SharePoint” Zip file and proceed to install SharePoint.

– Once you import the plug-in, it will be displayed in the solutions grid view.

WordPress side:

– To start with the installation, Log-in as Administrator into WordPress. Click on ‘Plugins’ and click on ‘Add New’ to install the package. 

– To upload the plugin, click on the ‘Upload Plugin’ button.

– Now, click on the ‘Browse’ button and Browse the zip file. After uploading the package, click on the ‘Install Now’ button to install the package.

– Once you’ve installed the plugin successfully, activate the plugin.

Once you’ve configured SharePoint Integration in Dynamics CRM as well as WordPress, provide the users role-wise permission. You can also configure languages if you want to display the captions and messages in the local languages of your portal users.

Now, after all the configuration, your customers will get the Documents module in the WP Customer Portal (Frontend).

Your customer can manage the documents based on the permissions you have provided from the CRM backend.

There are many features provided for the customers to better utilize this add-on, like:

– Your customers can sort the list of documents, change the view by selecting Grid view or List view.

– Breadcrumbs navigation is provided information about the subfolder and its path.

Once your customers upload documents from the portal, the documents get synced and will be available in the CRM and in the SharePoint as well.

Because of the real-time two-way data sync functionality, the documents and the data are updated all the time and on all the platforms leaving no room for miscommunication.

Dynamics CRM SharePoint Integration – A Complete Guide

Microsoft has been ruling the tech world for decades and has changed the way we work with computers. Probably, we cannot imagine the technology industry without them. They are also well known for their multiple products and services, operating systems, cloud computing services, CRMs, and many other products.

Two of the well-known products of Microsoft among enterprises are SharePoint and Dynamics 365. These two products not only make carrying out tasks easier for the companies but also helps them streamline their operations. And in this blog, we are going to talk about how to integrate SharePoint with Dynamics CRM and how enterprises can benefit by doing so.

First, let’s understand each of them in brief, and then we’ll discuss the steps for integrating them.

What is SharePoint?

According to Microsoft, “Organizations use SharePoint to create websites. One can organize, share, store, and even access information from any device. You can access SharePoint via various web browsers like Microsoft Edge, etc.”

In other words, SharePoint is a content/document management and collaboration tool developed by Microsoft. It is essentially useful for internal purposes and works as a content management system for organizations.

What is Dynamics 365?

Dynamics 365 is a cloud-based solution that combines customer relationship management (CRM) and enterprise resource planning (ERP) with the power of Artificial Intelligence. With the help of Dynamics 365, you can securely manage your customers’ data.

The biggest advantage of using it is that if as a company you are heavily dependent on Microsoft products like Office 365 then having Dynamics 365 means easy integration with other products.

Now, let’s go step by step on how you can integrate SharePoint with Dynamics 365 and what are the advantages of the same.

Pre-requisites:

Before, starting the integration check the following:

– Purchase the license or install SharePoint

– The user who is setting up the integration must have System Administrator rights for CRM and SharePoint.

– On the basis of your requirements, locate the exact SharePoint site, or create a new SharePoint site collection.

– Add the SharePoint website to the trusted site in Internet Explorer.

Now without any further ado, let’s start with the step by step process of integration:

Step 1: Open Dynamics 365, navigate to Settings → Advanced Settings. You will find this option only if you have System Administrator rights.

Step 2: Choose System and then click on Document Management.

Step 3: Then click on Configure Server-Based SharePoint. Upon clicking this, you will find option Define Deployment where you will get two options:

– Online

– On-premises

For this demonstration, we are going to choose Online. After selecting the option, now click onNext.

Step 4: Now you will come on Prepare Sites. Here, you need to add the URL to your SharePoint website and click Next. Once your website is successfully validated, you will see the next section i.e. Validate Sites. Here, you will see the Validation Succeeded. Now, click Finish.

Step 5: Now, go back to the Document Management Settings. Here, you will need to select the entities for which you want to enable SharePoint folders.

Step 6: Next up, you will see the pop-up screen. Here you need to select the entities which you want to store and click Next. Going further, you can create folders based on entities and also create subfolders for individual Accounts and Contacts. 

Step 7: Once the libraries are set up, click on Finish.

Your integration of SharePoint and Dynamics CRM is set now. In your Dynamics CRM section, you will see the Documents section. Before you start using it, make sure that you have set the permissions properly.

Don’t stop with this integration, you can go one step further by integrating our Dynamics Portal solution with Dynamics CRM and SharePoint to streamline your business operations throughout.

About Us:

CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle. So, if you are searching for a portal development company, we are here to help you in building the right customized portals. Something that your customers will love. We have served in this industry for a decade and have built many Dynamics Portal like customer portal, self-service portal, web development portals, etc. Get in touch with us to create customized portals and we’ll help you kick start your journey towards growing with portals.