In this article we will see the procedure to integrate Microsoft Dynamics CRM 2015 with Microsoft SharePoint 2013, both on-premise installations.
Step by step
Step 1: Click on CRM -> Settings -> Document Management as shown below.
Step 2: You will settings available under the document management settings.
Step 3 : Click on Document Management Settings, enter the SharePoint site URL where you want to save documents. Click Next. In case you don’t have the Microsoft Dynamics CRM List Component it will give you the following warning.
Step 5: Activate the solution and be sure that the Status is activated.
You may get errors in activation. To rectify, make sure the Microsoft Dynamics CRM Sandbox Processing Service and Microsoft SharePoint foundation Sandboxed Code Service services are started.
Step 6 : Document management can be enabled for those entities in Microsoft Dynamics CRM that can be customized. By default, document management is enabled only for the following entities in a new installation of CRM.