Thursday, November 3, 2011

Installing the CRM Online List Component for SharePoint Online

With the latest SharePoint Online Service Update (SU1), SharePoint Online can now support the CRM List Component allowing for automatic creation of SharePoint folders within admin defined entities for CRM Online. 

Please note that the Office365 team is still rolling out the updates so your instance may not have the update applied.

Step 1: Download the List Component

http://www.microsoft.com/download/en/details.aspx?displayLang=en&id=5283

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Step 2: Extract it locally

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Step 3: Navigate to you SharePoint Online Team Site and to the Site Settings.  Galleries –> Solutions

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Step 4: Upload the List Component you extracted in Step 2
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Select the “crmlistcomponent.wsp”

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Activate the component

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Step 5: Login to your CRM Online instance (Settings->Document Management->Document Management Settings)

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Select the entities you want SharePoint Online integration enabled and enter the applicable SharePoint Online site where you installed the list component.

In your IE settings, also add “*.sharepoint.com” to your Trusted Sites.

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2 comments:

  1. All works great but when the site is created you then get a warning message saying buttons are de-activated as SharePoint site doesnt support htc files :-(

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  2. Roger, looks like your Sharepoint Online instance hasn't been updated with the service update. Wait until you receive the notification from the Office365 team and try again.

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