Dynamics integrates with SharePoint by creating an Account library and folders, which means this isn't your typical out-of-the-box SharePoint scenario. Learn more in this video.
- [Instructor] As the title suggests, this course is all about how to integrate Dynamic CRM online with SharePoint online. That means your mileage may vary if you're trying to use this course to learn how to integrate one or both of these applications that live on-prem. The majority of these modules require you to be a Dynamics admin and to have a minimum of designer permission on SharePoint, although I still recommend SharePoint admin permissions as well. If you're not a Dynamics admin, I still think there's value in watching these modules so you can clearly communicate your needs to your IT help desk.
These folks are asked to support a lot of applications, and Dynamics may not be one that they have a dedicated resource for. So anything you can do to help them complete the task that you need done helps you to get it done faster. Either that, or you'll sound so knowledgeable that they'll just make you a Dynamics admin on the spot so that their support lives get a little bit easier. Speaking of admin stuff, Dynamics and SharePoint online must be under the same tenant in Office365 in order for this to work. That is usually always the case, but it's important to say it out loud.
I'm going to assume that you have at least one app in Dynamics. I'm using Dynamics for sales to demonstrate the screenshots in this course, but these steps would work for all your apps. I created a new SharePoint site specifically for this course, but you could have Dynamics add an account library to one or more of your existing department sites. I'm using the sample data that comes with Dynamics and you can too. Just go to Settings, Data Management, Sample Data to install it or to remove it after you're done practicing.
Last thing to note: I used the Edge browser and did not test these steps in any other browser, so if you get stuck at some point in the course, copy and paste the URL into Edge or Internet Explorer and try it again. For those of you on-prem, you'll still be able to follow along and if you haven't already seen this, here's a link to a series of articles on TechNet that can help you work through the different combinations of on-prem and cloud environments.
- Adding documents in Dynamics
- Editing a document
- Viewing documents in SharePoint
- Fixing a broken connection
- Working with content types
- Creating a content type
- Using OneNote
- Integrating with Yammer
- Seeing CRM data in Delve
- Creating surveys with Voice of the Customer