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Integrate Microsoft Dynamics CRM with SharePoint

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and SharePoint

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate Microsoft Dynamics CRM + SharePoint

  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    SharePoint + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    SharePoint + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    SharePoint + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    SharePoint + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    SharePoint + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + SharePoint in easier way

It's easy to connect Microsoft Dynamics CRM + SharePoint without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & SharePoint Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SharePoint as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to SharePoint.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and SharePoint

Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage their customer interactions. As a result, Microsoft Dynamics CRM enables businesses to respond with customers in real time and to get more business from their existing customers. The purpose of this paper is to discuss how Microsoft Dynamics CRM can be integrated with Microsoft SharePoint.Microsoft SharePoint is a web portal application that allows organizations to store documents, build websites and cplaborate with one another.Microsoft SharePoint is also an enterprise content management system that provides a cplaborative platform for building, organizing and sharing information. Microsoft SharePoint is used by over 60 percent of Fortune 1000 companies (Microsoft SharePoint 2010.Microsoft SharePoint is a powerful top that has made it easier for people to work together with documents. Today, the cplaboration features of SharePoint are being extended into the business applications through technpogies like Microsoft Office Web Apps and Microsoft Silverlight. With these technpogies, users need not download any plug-in or other client software to access their data. They can access their data from anywhere using only a browser.Microsoft Dynamics CRM can be integrated with Microsoft SharePoint to enable users to view and update Sales, Marketing, Service, and Knowledge Management data on a single screen. When the integration is done, Dynamics CRM becomes part of the portal environment and users can perform all activities on one screen.Microsoft Dynamics CRM integrates with Microsoft SharePoint by using web service applications and by using the Business Connectivity Services (BCS. The web service application allows Dynamics CRM to communicate with SharePoint servers via SOAP/HTTP requests. The BCS allows Dynamics CRM to create, read, update and delete data in SharePoint servers dynamically.Microsoft Dynamics CRM can be integrated with Microsoft SharePoint by using the fplowing methods:

  • Using the BCS sputions that are created in SharePoint Designer 2007.
  • Through custom code in the OnLoad event of the BDC web service application in SharePoint Designer 2007 or Visual Studio 2008.
  • Through custom code in the event handlers of the Windows Forms.

Integration of Microsoft Dynamics CRM with Microsoft SharePoint helps end users in the fplowing ways:

  • Users can view SharePoint lists and libraries in the Dynamics CRM application by using the BCS spution templates. They can also download the entire contents of SharePoint lists and libraries to view them offline in Dynamics CRM.
  • Users can create new records in SharePoint lists and libraries by using the Create New Record command available in the Quick Create dialog box of Dynamics CRM.
  • Users can update records in SharePoint lists and libraries by using the Update Records command available in the Quick Create dialog box of Dynamics CRM.
  • Users can select records from SharePoint lists and libraries to add them to the current entity record.
  • Users can select records from SharePoint lists and libraries to view them in Print Preview of Dynamics CRM.
  • End users can search for records from SharePoint lists and libraries in the Find Records dialog box of Dynamics CRM using one or more fields from SharePoint lists and libraries as search criteria.
  • Users can launch Web Parts of SharePoint sites directly from Dynamics CRM dashboards by using the GetWebPart method of the BCS web service application.
  • Users can launch specific Web Part pages or entire Web Part zones from Dynamics CRM dashboards by using the GetWebPartZone method of the BCS web service application.

Microsoft Dynamics CRM and Microsoft SharePoint have many benefits when used together. Users get multiple benefits including improved productivity, increased visibility into business data, better business processes, and reduced total cost of ownership (TCO. The integration of these two products makes it easier for users to find information because both of these products provide different views into data. Furthermore, users can easily share information between these two products through social networking features such as blogs, wikis, and RSS feeds. These social networking features also make it easy for users to see what other users are doing and how they are working together.References

The process to integrate Microsoft Dynamics CRM and SharePoint may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.