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Integrate Dynamics CRM 2016 (and earlier) with SharePoint
Jonathan Gurwitz
Jonathan Gurwitz
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.
Read more
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.
Read more
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.
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.
Register for this course and see more details by visiting:
OpenCourser.com/course/h5kpa2/integrate
What's inside
Syllabus
Course Overview
Introduction
Choosing an Implementation Method
Planning the SharePoint Folder Hierarchy
Read more
Syllabus
Course Overview
Introduction
Choosing an Implementation Method
Planning the SharePoint Folder Hierarchy
Read more
Setting up SharePoint
Configuring a List Component Integration
Configuring a Server Based Integration
Enabling Document Management in CRM
Securing Your Integration
Working with Documents
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Teaches advanced techniques to integrate Dynamics CRM with SharePoint's document management
Designed for professionals working with Dynamics CRM and seeking to enhance collaboration and document management
Covers both CRM On-premise and CRM Online scenarios
Taught by Jonathan Gurwitz, an experienced instructor in Dynamics CRM and SharePoint integration
Provides a comprehensive overview of implementation options, from planning the SharePoint folder hierarchy to configuring server-based integration
Includes practical lessons and demonstrations, allowing learners to apply their knowledge directly to their work
Save this course
Save Integrate Dynamics CRM 2016 (and earlier) with SharePoint to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Integrate Dynamics CRM 2016 (and earlier) with SharePoint with these
activities:
Join study groups or online forums
Show steps
Engage in peer discussions to exchange knowledge, learn from others, and solidify understanding of course concepts.
Show steps
-
Identify relevant study groups or online forums
-
Participate in discussions and share insights
Review SharePoint Site Management Concepts
Show steps
Refresh your understanding of key SharePoint site management concepts to enhance your ability to integrate with Dynamics CRM.
Show steps
-
Review Microsoft documentation on SharePoint site creation and management.
-
Explore online forums and resources to gather insights and best practices.
Attend a SharePoint Integration Workshop
Show steps
Attend a workshop or training session to gain hands-on experience and insights on integrating Dynamics CRM with SharePoint.
Browse courses on
Collaboration Tools
Show steps
-
Research upcoming workshops or training events related to SharePoint integration.
-
Register for a workshop that aligns with your learning objectives.
Eight other activities
Expand to see all activities and additional details
Show all 11 activities
Set up SharePoint folder hierarchy
Show steps
Practice setting up a structured folder hierarchy in SharePoint to enhance organization and collaboration.
Show steps
-
Set permissions and access rights for folders
-
Plan the folder structure based on business requirements
-
Create folders and subfolders in SharePoint
Review Office 365 Integration Tutorials
Show steps
Review tutorials and resources that provide in-depth instructions for integrating Office 365 applications with Dynamics CRM.
Show steps
-
Explore the Microsoft Support site for guidance on Office 365 integration.
-
Review third-party blog posts and articles that share best practices for connecting Office 365 and Dynamics CRM.
Configure SharePoint list component integration
Show steps
Practice configuring list component integration to strengthen understanding of document management and collaboration features.
Show steps
-
Create a SharePoint list
-
Configure the list component integration in Dynamics CRM
-
Test the integration by creating and managing documents in SharePoint
Join a Dynamics CRM and SharePoint Integration Study Group
Show steps
Participate in a study group with other learners to exchange knowledge, insights, and experiences related to Dynamics CRM and SharePoint integration.
Show steps
-
Connect with other students or professionals interested in the topic.
-
Establish regular meeting times and decide study topics.
Configure Document Management Practice
Show steps
Practice configuring document management settings within Dynamics CRM and SharePoint.
Browse courses on
Document Management
Show steps
-
Enable document management features in Dynamics CRM.
-
Create and configure document libraries in SharePoint.
-
Establish permissions and access levels for document management.
-
Perform test document uploads and retrievals.
Develop a document management plan
Show steps
Create a document management plan to improve document organization, collaboration, and security within the integrated system.
Show steps
-
Identify document types and their storage requirements
-
Establish document naming conventions and version control
-
Define roles and responsibilities for document management
-
Create a training plan for users
Follow tutorials on securing Dynamics CRM and SharePoint integration
Show steps
Explore tutorials to enhance knowledge and skills in securing the integration between Dynamics CRM and SharePoint.
Show steps
-
Identify tutorials from reputable sources
-
Follow the tutorials step-by-step
-
Test the security measures implemented
Assist with SharePoint Implementations
Show steps
Volunteer to assist with SharePoint implementations in real-world scenarios, gaining practical experience in document management.
Browse courses on
Collaboration Tools
Show steps
-
Identify local organizations or projects that could benefit from SharePoint integration.
-
Contact the organizations and offer your assistance.
-
Participate in planning, implementation, and support of SharePoint solutions.
Join study groups or online forums
Show steps
Engage in peer discussions to exchange knowledge, learn from others, and solidify understanding of course concepts.
Show steps
Show steps
Show steps
- Identify relevant study groups or online forums
- Participate in discussions and share insights
Review SharePoint Site Management Concepts
Show steps
Refresh your understanding of key SharePoint site management concepts to enhance your ability to integrate with Dynamics CRM.
Show steps
Show steps
Show steps
- Review Microsoft documentation on SharePoint site creation and management.
- Explore online forums and resources to gather insights and best practices.
Attend a SharePoint Integration Workshop
Show steps
Attend a workshop or training session to gain hands-on experience and insights on integrating Dynamics CRM with SharePoint.
Browse courses on
Collaboration Tools
Show steps
Show steps
Show steps
- Research upcoming workshops or training events related to SharePoint integration.
- Register for a workshop that aligns with your learning objectives.
Eight other activities
Expand to see all activities and additional details
Show all 11 activities
Set up SharePoint folder hierarchy
Show steps
Practice setting up a structured folder hierarchy in SharePoint to enhance organization and collaboration.
Show steps
Show steps
Show steps
- Set permissions and access rights for folders
- Plan the folder structure based on business requirements
- Create folders and subfolders in SharePoint
Review Office 365 Integration Tutorials
Show steps
Review tutorials and resources that provide in-depth instructions for integrating Office 365 applications with Dynamics CRM.
Show steps
Show steps
Show steps
- Explore the Microsoft Support site for guidance on Office 365 integration.
- Review third-party blog posts and articles that share best practices for connecting Office 365 and Dynamics CRM.
Configure SharePoint list component integration
Show steps
Practice configuring list component integration to strengthen understanding of document management and collaboration features.
Show steps
Show steps
Show steps
- Create a SharePoint list
- Configure the list component integration in Dynamics CRM
- Test the integration by creating and managing documents in SharePoint
Join a Dynamics CRM and SharePoint Integration Study Group
Show steps
Participate in a study group with other learners to exchange knowledge, insights, and experiences related to Dynamics CRM and SharePoint integration.
Show steps
Show steps
Show steps
- Connect with other students or professionals interested in the topic.
- Establish regular meeting times and decide study topics.
Configure Document Management Practice
Show steps
Practice configuring document management settings within Dynamics CRM and SharePoint.
Browse courses on
Document Management
Show steps
Show steps
Show steps
- Enable document management features in Dynamics CRM.
- Create and configure document libraries in SharePoint.
- Establish permissions and access levels for document management.
- Perform test document uploads and retrievals.
Develop a document management plan
Show steps
Create a document management plan to improve document organization, collaboration, and security within the integrated system.
Show steps
Show steps
Show steps
- Identify document types and their storage requirements
- Establish document naming conventions and version control
- Define roles and responsibilities for document management
- Create a training plan for users
Follow tutorials on securing Dynamics CRM and SharePoint integration
Show steps
Explore tutorials to enhance knowledge and skills in securing the integration between Dynamics CRM and SharePoint.
Show steps
Show steps
Show steps
- Identify tutorials from reputable sources
- Follow the tutorials step-by-step
- Test the security measures implemented
Assist with SharePoint Implementations
Show steps
Volunteer to assist with SharePoint implementations in real-world scenarios, gaining practical experience in document management.
Browse courses on
Collaboration Tools
Show steps
Show steps
Show steps
- Identify local organizations or projects that could benefit from SharePoint integration.
- Contact the organizations and offer your assistance.
- Participate in planning, implementation, and support of SharePoint solutions.
Career center
Learners who complete Integrate Dynamics CRM 2016 (and earlier) with SharePoint will develop knowledge and skills
that may be useful to these careers:
SharePoint Administrator
SharePoint Administrator
SharePoint Administrators are responsible for managing and maintaining SharePoint environments. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, covers the basics of SharePoint administration. It teaches you how to set up SharePoint, configure list component integrations, and configure server based integrations. This course would be beneficial for anyone looking to become a SharePoint Administrator.
Records Manager
Records Manager
Records Managers are information professionals who protect and preserve an organization's records. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, teaches you how to use SharePoint's document management and collaboration features. This course will provide you the know-how to oversee and manage an organization's records using a tool like SharePoint.
Information Architect
Information Architect
Information Architects are responsible for organizing and structuring information in a way that makes it easy for people to find and use. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, provides you a foundation in organizing and structuring information in SharePoint. It teaches how to set up SharePoint, configure list component integrations, and configure server based integrations.
Knowledge Manager
Knowledge Manager
Knowledge Managers are responsible for managing and disseminating knowledge within an organization. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, provides you a foundation in knowledge management. It teaches you how to set up a SharePoint environment and manage documents in SharePoint. This knowledge can be applied to managing and disseminating knowledge within an organization.
Project Manager
Project Manager
Project Managers are responsible for planning, executing, and closing projects. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, teaches you how to plan and execute SharePoint projects. It covers topics such as choosing an implementation method, planning the SharePoint folder hierarchy, and configuring and securing your integration.
Business Analyst
Business Analyst
Business Analysts are responsible for analyzing and understanding business processes. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, teaches you how to analyze and understand business processes in SharePoint. It covers topics such as choosing an implementation method, planning the SharePoint folder hierarchy, and configuring and securing your integration.
Consultant
Consultant
Consultants provide advice and guidance to organizations on a variety of topics. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, provides you with the knowledge and skills to consult on SharePoint projects. It covers topics such as choosing an implementation method, planning the SharePoint folder hierarchy, and configuring and securing your integration.
Software Engineer
Software Engineer
Software Engineers design, develop, and maintain software applications. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, provides you with the knowledge and skills to develop SharePoint applications. It covers topics such as configuring list component integrations, configuring server based integrations, and enabling document management in CRM.
Systems Analyst
Systems Analyst
Systems Analysts analyze and design computer systems. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, provides you with the knowledge and skills to analyze and design SharePoint systems. It covers topics such as choosing an implementation method, planning the SharePoint folder hierarchy, and configuring and securing your integration.
Data Analyst
Data Analyst
Data Analysts collect, analyze, and interpret data to help organizations make informed decisions. The course, Integrate Dynamics CRM 2016 (and earlier) with SharePoint, provides you with the knowledge and skills to collect, analyze, and interpret data in SharePoint. It covers topics such as configuring list component integrations, configuring server based integrations, and enabling document management in CRM.
For more career information including salaries, visit:
OpenCourser.com/course/h5kpa2/integrate
Reading list
We've selected eight books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Integrate Dynamics CRM 2016 (and earlier) with SharePoint.
A comprehensive reference guide to SharePoint features and functionality, including integration with Dynamics CRM.
A practical guide to using SharePoint 2016, including integration with Dynamics CRM.
Covers SharePoint administration tasks relevant to Dynamics CRM integration, such as creating and managing document libraries.
Save
Provides guidance on building cloud-based solutions using Microsoft Azure, including integration with Dynamics CRM.
Save
This developer reference provides detailed information about SharePoint 2016 development and is recommended for experienced developers who need to build custom SharePoint solutions.
This user's guide provides a comprehensive overview of SharePoint 2016 and is recommended for anyone who wants to learn more about using SharePoint 2016.
This security guide provides detailed information about SharePoint 2016 security and is recommended for anyone who is responsible for securing a SharePoint environment.
Provides a practical guide to building business solutions with SharePoint 2016. Includes a section on Dynamics CRM integration.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/h5kpa2/integrate
Share
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Time
170 hours
Level
Intermediate
Via
Pluralsight
Instructor
Jonathan Gurwitz
Language
English
Good to know
Teaches advanced techniques to integrate Dynamics CRM with SharePoint's document management
Designed for professionals working with Dynamics CRM and seeking to enhance collaboration and document management
Covers both CRM On-premise and CRM Online scenarios
Taught by Jonathan Gurwitz, an experienced instructor in Dynamics CRM and SharePoint integration
Provides a comprehensive overview of implementation options, from planning the SharePoint folder hierarchy to configuring server-based integration
Includes practical lessons and demonstrations, allowing learners to apply their knowledge directly to their work
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