Integrate Dynamics CRM 2016 (and earlier) with SharePoint
Pluralsight
Course Summary
This course will teach you how to use SharePoint’s powerful document management and collaboration features to enhance your work with Dynamics CRM 2016. You'll learn everything from how to implement Dynamics CRM, to securing the integration.
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Course Description
Power up your Dynamics CRM implementation by taking advantage of the out-of-the-box integration between Dynamics CRM and SharePoint. This course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, will teach you to integrate Microsoft Dynamics CRM 2016 and below with SharePoint's powerful document management and collaboration features. Through lessons and demos, you'll learn about implementation options, creating folders in SharePoint, and configuring and securing your integration. Both CRM On-premise and CRM Online scenarios are addressed. By the end of this course, you will have learned how to use Sharepoint to enhance your experience with Dynamics CRM 2016.
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Course Syllabus
Course Overview- 1m 23s
—Course Overview 1m 23sIntroduction- 22m 45s
—Course Introduction 2m 24s
—Course Plan Overview 1m 53s
—Understanding the Challenges of Collaboration 3m 15s
—Challenges with Dynamics CRM Document Management 2m 4s
—Intro to CRM, SharePoint, and Doc Management 7m 1s
—Benefits of Using SharePoint as Your Document Store 6m 7sChoosing an Implementation Method- 20m 56sPlanning the SharePoint Folder Hierarchy- 23m 3sSetting up SharePoint- 9m 9sConfiguring a List Component Integration- 13m 43sConfiguring a Server Based Integration- 2m 7sEnabling Document Management in CRM- 18m 35sSecuring Your Integration- 34m 19sWorking with Documents- 24m 49s
