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Integrate SharePoint with Microsoft Dynamics CRM

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

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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.

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.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate SharePoint + Microsoft Dynamics CRM

  • SharePoint 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...
    SharePoint Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • SharePoint 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...
    SharePoint Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • SharePoint 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...
    SharePoint Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • SharePoint 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...
    SharePoint Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • SharePoint 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...
    SharePoint Integration New List
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • SharePoint Integration {{item.actionAppName}} Integration

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • 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.

    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 SharePoint & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose SharePoint 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 Microsoft Dynamics CRM 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 SharePoint to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of SharePoint and Microsoft Dynamics CRM

SharePoint

Microsoft Dynamics CRM

Integration of SharePoint and Microsoft Dynamics CRM

Benefits of Integration of SharePoint and Microsoft Dynamics CRM

The concept of SharePoint and Microsoft Dynamics CRM integration has been present for a long time. It is a great way to use the benefits of both systems and enjoy effective work with them. However, there are some people who still do not use this integration technique. The main reason why they do not use it is because they do not know how to integrate SharePoint and Microsoft Dynamics CRM. If you are one of these people, you should not worry. The fplowing paragraphs will help you understand how you can integrate SharePoint and Microsoft Dynamics CRM. So, let’s start!

How to integrate SharePoint and Microsoft Dynamics CRM

First of all, you need to buy and install Microsoft Dynamics CRM software on your PC. After that, you need to buy and install Microsoft SharePoint Server 2010. Then, you need to create a connection between these two products which will enable you to use the features of the SharePoint in Microsoft Dynamics CRM. You also can create connections with other Microsoft products such as Outlook, MS Project, Word, Excel, Visio, etc. Besides, you can create connections between your SharePoint site and other applications.

How To Install SharePoint Server 2010 And Microsoft Dynamics CRM 2011 Side By Side

If you want to install Microsoft Dynamics CRM 2011 side by side with SharePoint Server 2010, you need to fplow the instructions below. First of all, you need to uninstall the previous version of SharePoint server. After that, you need to download Microsoft Dynamics CRM 2011 installation package and install it. Then, you need to install Microsoft Dynamics CRM 2013 client on your PC. Next, you need to install SharePoint Server 2010 in your computer. At last, you need to install the latest service pack available in the market. These steps will help you how to install SharePoint Server 2010 and Microsoft Dynamics CRM 2011 side by side.

How to integrate SharePoint with Microsoft Dynamics CRM

Nowadays, there are many possibilities for integrating SharePoint with MS Dynamics CRM. Actually, there are three main ways for doing this. They are manual integration of SharePoint with MS Dynamics CRM, using business process flows, and using MS Flow integration. Here are some advantages of using business process flows for integration of SharePoint with MS Dynamics CRM:

  • It allows you to use existing data model in MS Dynamics CRM.
  • It allows users to get access to important information in real-time.
  • It enables users to manage data more effectively.

Here are some advantages of using MS Flow integration for integration of SharePoint with MS Dynamics CRM:

  • Data are automatically synchronized between MS Dynamics CRM and SharePoint server.
  • It is easy to set up synchronization between MS Dynamics CRM and SharePoint server.
  • MS Flow integration allows users to get access to data which are stored in both systems at any time.

The process to integrate SharePoint and Microsoft Dynamics CRM 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.