On August 4, 2014, Scott Durow, a Microsoft Dynamics MVP posted the first of 2 articles on integrating Dynamics CRM (as Durow notes, CRM2013 SP1 Online is required for the integration method to work) with SharePoint Online. This article is titled SharePoint Integration Reloaded – Part 1 and is published on the Develop 1 Limited blog site. The intended audience for both of these articles are Dynamics CRM and SharePoint Developers who are comfortable writing applications.
On August 9, 2014, the second of these articles, which is titled SharePoint Integration Reloaded – Part 2 was posted to the Microsoft Dynamics CRM Community blog.
From the volume of material available on topics related to integrating these two applications, it is clear there is a large amount of consumer appetite for a truly integrated solution for these two packages. Back in 2011 and 2012 a lot of material was published on the topic of integrating SharePoint 2010 with Dynamics CRM.
So, with the integrated solution Durow comments upon in his two article, has Microsoft finally provided users with a completely seamless application incorporating the high demand features of both SharePoint Online and Dynamics CRM? Not if users are running one, or both Dynamics CRM and/or SharePoint on premises. Durow explains this ” . . . server to server integration online works with CRM Online/SharePoint Online combinations that are in the same tenant due to the nature of the server to server authentication . . .” (quoted from the first of Durow’s articles, which is published on the Develop 1 Limited Blog).
Even public cloud subscribers to SharePoint Online, Office 365 and Dynamics CRM will be limited to simply connecting documents (and, one would presume, document libraries) to entries in Dynamics CRM. There is no mention in either of the articles of how to connect these two applications from SharePoint Online.
The advantages of using the method Durow describes (which appears to conform to the methods described in Integrating SharePoint with Microsoft Dynamics CRM, despite mention in the MSDN article of SharePoint 2013 on premises) amount to seamless authentication, and more control over how content is branded (to conform to CRM 2013 SP1 Online, or to SharePoint Online) when it is displayed for a specific Dynamics CRM record.
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