Integration CRM and SharePoint to store contents - Part II

Once the SharePoint component for CRM has been installed properly and all the appropriate permissions have been given to intended CRM users for upload, it's time to configure which entities will take advantage of SharePoint document libraries.

Instead of writing full article and just to save the effort I'm providing link to an article on MSDN which covers the rest of the details.

Reference link: MSDN - Integration CRM and SharePoint

Integrating CRM and SharePoint to store contents - Part I

To integrate CRM 2011 and SharePoint 2010/13, your first first step is to install CRM List Component in your SharePoint (site) instance.

Once installed navigate to "Central Site Admin"in SharePoint and make sure ‘Microsoft SharePoint Sandboxed Code Service’ is started under ‘Manage services on

In Central Site Admin select the web application > site collection which will store contents (documents, images, spreadsheets, etc.) for you. Next select General Settings > General Settings from the ribbon menu and set the property  for ‘Browser File Handling’ to ‘Permissive’.

Navigate to the desired site collection, next selction Solutions from ‘Settings’. Next locate the component solution file (*.wsp) you just downloaded and upload into the solutions library.

Once uploaded ‘Activate’ the solution.

Out of scope:
Make sure you have given appropriate permissions to CRM user to upload contents in SharePoint document library.