Tip #918: CRM/SharePoint integration failure

Epic fail

Today’s tip comes from Sean Shilling. (Send your tip to jar@crmtipoftheday.com) We were configuring Document integration for CRM on premises 2015 (partner hosted) to SharePoint. After adding the Sharepoint site, setup failed for all entities. The problem was related to the service account used by the Dynamics SharePoint integration. The same service account that is […]

Tip #742: List component has 2 months to live

Recently, SharePoint has announced the removal of code-based sandbox solutions in SharePoint Online. As a result, the CRM SharePoint list control will stop working on November 30, 2016. Here are details from SharePoint’s blog post: As part of the removal process, activation of new code-based sandbox solutions, as well as updates of existing solutions are […]

Tip #611: On Server-Side SharePoint and Subfolders

With Dynamics CRM 2016 with server-side SharePoint integration, the documents list in CRM does not display subfolders. For example, say you have 100 documents in a SharePoint documents folder associated with an opportunity. With the old SharePoint List Component, users would commonly create subfolders in CRM SharePoint document folders to organize documents by type. With […]

Tip #519: Keep your precious SharePoint on-premises

Most of the people in our small but very proud Dynamics CRM universe are perfectly aware of the very cool integration between Dynamics CRM Online and SharePoint Online. Yes, the one which is required to enable other cool features like OneNote integration unleashed (had to add a cool word for the third link). As I […]

Tip #474: OneNote in Dynamics CRM for Dummies, Part 3: Annotation Killer?

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 then Part 2, and enjoy the rest. Face to Face: Annotations vs. OneNote Notes Sometimes it’s useless to compare, […]

Tip #472: OneNote in Dynamics CRM for Dummies, Part 2: Setup

OneNote - Enable SharePoint Integration Step 1

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 and enjoy the rest. How to Set It Up Requirements This feature is only available on CRM 2015 Online […]

Tip #470: OneNote in Dynamics CRM for Dummies, Part 1: Why and How

OneNote benefits

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for the rest of us. If your Español is good, read the original, nothing to see here. Just in case any of you were distracted these past few weeks, the answer is yes. We can now upload notes we make on […]

Tip #455: Upgrading CRM? Use server side Sharepoint

In case you missed it, with CRM 2015 update 1 (and later), server side SharePoint integration is supported for CRM online customers with SharePoint on premises. One additional detail you should not miss is that the grid control is now deprecated. This does not mean that it won’t work, but that it will be taken […]