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Edit existing SharePoint site records

Store documents related to your Microsoft Dynamics CRM records in Microsoft SharePoint folders and manage the folders and documents from within Microsoft Dynamics CRM. Integrating SharePoint document management with CRM makes it easy to access and share documents associated with your Microsoft Dynamics CRM records.


Tip

If you're using CRM 2013 SP1 or later, you can take advantage of server-based SharePoint integration between CRM Online and SharePoint Online. Server-based SharePoint integration provides an immersive document management experience consistent with the look and feel of Microsoft Dynamics CRM. Microsoft Dynamics CRM Online 2015 Update 1 extends server-based SharePoint integration to on-premises and hybrid SharePoint deployments. For information about setting up server-based SharePoint integration using a wizard, see TechNet: Set up SharePoint integration with Microsoft Dynamics CRM


If you have already set up SharePoint document management, and want to edit your site records, use the following procedure.

Edit site records

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Go to Settings > Document Management. (How do I get there?)

  3. Choose SharePoint Sites.

  4. Select the site record you want to modify, and then choose Edit.

  5. Modify any of the following settings:

    • Name. Add or change the name for the site..

    • Owner. By default, the person who created the site is listed as the owner of the site record.

    • Description. Add or change the description for the site. For example, specify what documents the site contains.

    • URL Type. Choose whether you want to add an absolute (full) or relative URL for the site.

      • Absolute URL. To point this site record to a site collection or site in SharePoint, specify the fully qualified URL of the site collection or site. You can use this record as a parent site to create other site records with relative URLs for sites inside the site collection or sites on the same SharePoint site.

      • Relative URL. Use this option when you have at least one site record pointing to a site collection in SharePoint. In the Parent Site box, select an existing Microsoft Dynamics CRM site record. If the site record that you selected as a parent site points to a site collection on SharePoint, specify the name of an existing site in the second box. If the site record that you selected as a parent site points to a site on SharePoint, specify the name of an existing subordinate site on SharePoint.

    • List component is installed. Choose this check box if the URL that you specified is a site collection on SharePoint Server 2010 or SharePoint Server 2013 and if the site collection has the Microsoft Dynamics CRM List component installed. This check box is available only if you use the Absolute URL option.


      Tip

      The List component has been deprecated in Microsoft Dynamics CRM. For information on switching from the List component to server-based integration, see TechNet: Switching from the List component or changing the deployment


  6. Choose Save.

  7. Choose Save and Close.


Note

To activate or deactivate a site record, on the SharePoint Sites page, select the site record, and then in the Records group, choose Activate or Deactivate.


 
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