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Ignore Based on Entity Part and Click Nextġ1. Select the entities for which you want to add folder locations in SharePoint and add SharePoint Team Site URL in below textbox. Please follow this path in CRM online to configure SharePoint site and then click on Settings > Document Management > Document Management Settingsĩ. Now you can Configure SharePoint site for your CRM by visiting CRM Online Homepage. Make sure you have installed List Component in Team Site and activated itĨ. Now create a new record of Default SharePoint Site in Document Management > SharePoint Sites. You can see status for uploaded solution to Activated in below screenshotħ. Then select uploaded solution and activate itĦ. After clicking on the Solutions hyperlink, click on “Upload Solutions” and browse “p” file and click Ok.ĥ.
#HOW TO SYNC OFFICE 365 DOCS INSTALL#
To install List Component in SharePoint, please Click on the “Sites” in the homepage of Office 365 and then click on the Settings (Next to your name) > Site Settings > Solutions. It enables to automatically create a hierarchical folder Structure on SharePoint for CRM Recordsģ. Extract downloaded component, you will see 2 imp Files Namely Ī) AllowHtcExtn.ps1: This is the Power Shell script, which “Allows” SharePoint to allow users to use *.htc files.ī) p: This is the solution that we will upload to the SharePoint site solution gallery that will enable SharePoint to “Speak” with CRM. To Configure SharePoint, first you need to download List Component for SharePoint Site. This post focuses on configuring the SharePoint site within CRM online 2011, integrating the both, uploading documents from with CRM to the SharePoint respective folder. This is the second part of the blog post following this post.