Using Both Microsoft Dynamics CRM and SharePoint By integrating SharePoint with Microsoft Dynamics CRM, you can easily add this extensive functionality to your solution. Dynamics CRM 2015 includes built-in integration with SharePoint so you can show related documents within a Dynamics CRM form. Dynamics CRM supports integration with SharePoint Server 2010, SharePoint Server 2013, and SharePoint Server Online. An article in MSDN illustrates the integration options: https://msdn.microsoft.com/en-us/library/gg334768.aspx SharePoint integration enables you to store and manage documents on SharePoint in the context of a Microsoft Dynamics CRM record, and use the SharePoint document management abilities in Microsoft Dynamics CRM, such as checking the document in and out, viewing version history, and changing document properties. Because both SharePoint and Dynamics CRM are available deployed in the cloud or on premise, there are several permutations of how you can handle authen
From James Townsend, vice president of Sylogist, thoughts on digital transformation, marketing automation, customer relationship management, Power Apps , Microsoft Dynamics 365, government contracting, customer service and more.