🔧 A Comprehensive Guide to Installing SharePoint List Component for MS CRM 🔧
Welcome, reader! In this article, we’ll walk you through how to install SharePoint list component for MS CRM. This component is essential for effective data management and collaboration as it allows you to share data seamlessly between MS CRM and SharePoint. But before we dive into the installation process, let’s first familiarize ourselves with SharePoint and MS CRM.
đź“š Introduction
What is SharePoint?
SharePoint is a web-based collaboration and document management platform used by organizations to store, organize, and share information. It is a hub for team collaboration, content management, and business processes.
What is MS CRM?
Microsoft Dynamics CRM (MS CRM) is a customer relationship management platform designed to manage customer interactions and data. It provides a range of functionalities such as customer support, sales automation, marketing automation, and analytics.
Why Should You Install SharePoint List Component for MS CRM?
The SharePoint list component enables seamless integration between MS CRM and SharePoint. By installing the component, you can easily share data between the two platforms and improve collaboration among team members.
What are the Requirements for Installing SharePoint List Component?
| Requirements | Specifications |
|---|---|
| MS CRM Version | 2015, 2016, 365 |
| SharePoint Version | 2013, 2016, Online |
| Operating System | Windows 7 or later |
| Browser | Internet Explorer 10 or later |
| Hardware | 2GB RAM, 10GB free disk space |
How to Prepare for the Installation?
Before installing the SharePoint list component, ensure that you have administrative rights and access to both MS CRM and SharePoint. Make sure that you have also verified that your system meets all the requirements listed above.
🔨 How to Install SharePoint List Component for MS CRM?
Step 1: Download the SharePoint List Component
First, download the SharePoint list component from the official Microsoft website. You can do this by following these steps:
Step 1.1:
Go to the Microsoft website and navigate to the SharePoint list component web page.
Step 1.2:
Click on the “Download” button to start the download process.
Step 2: Install the SharePoint List Component
Once you’ve downloaded the SharePoint list component, follow these steps to install it:
Step 2.1:
Open the downloaded file and click “Run” to start the installation process.
Step 2.2:
Select “Agree” to accept the licensing terms and click “Next” to proceed.
Step 2.3:
Follow the on-screen prompts to complete the installation process.
Step 3: Configure the SharePoint List Component
After installing the SharePoint list component, you need to configure it to connect with MS CRM and SharePoint. Follow these steps to configure it:
Step 3.1:
Open MS CRM and go to the “Settings” menu.
Step 3.2:
Select “Document Management” and then select “Document Management Settings” from the drop-down list.
Step 3.3:
In the “Document Management Settings” window, select “Enable Server-Based SharePoint Integration” and click “Next”.
Step 3.4:
Enter the URL of your SharePoint site and click “Test” to verify the connection.
Step 3.5:
Once the connection is verified, click “Next” and select the entities you want to enable for SharePoint integration.
Step 3.6:
Finally, click “Enable” to finish the configuration process.
🤔 Frequently Asked Questions (FAQs)
Q1: Can I install SharePoint list component on a Mac?
A1: No, the SharePoint list component is only compatible with Windows.
Q2: Can I install SharePoint list component without admin rights?
A2: No, you need to have administrative rights to install SharePoint list component.
Q3: Does SharePoint list component work for all MS CRM versions?
A3: No, SharePoint list component only works for MS CRM 2015, 2016, and 365.
Q4: How do I know if SharePoint list component is installed on my system?
A4: You can check whether SharePoint list component is installed by going to the “Settings” menu in MS CRM and selecting “Document Management”.
Q5: Can I customize SharePoint list component to meet my organization’s requirements?
A5: Yes, SharePoint list component can be customized to meet your organization’s specific needs.
Q6: Can I share documents from MS CRM to SharePoint using SharePoint list component?
A6: Yes, you can share documents from MS CRM to SharePoint by enabling SharePoint integration for the desired entities.
Q7: How do I uninstall SharePoint list component?
A7: To uninstall SharePoint list component, go to the Control Panel and select “Programs and Features”. Find “Microsoft SharePoint list component for MS CRM” and click “Uninstall”.
đź“ť Conclusion
In summary, SharePoint list component is an essential tool for seamless data management and collaboration between MS CRM and SharePoint. By following the simple steps outlined in this article, you can successfully install and configure the SharePoint list component for your system. We hope this guide has been helpful to you!
If you have any questions or comments, please feel free to leave them in the comments section below. We’d be happy to hear from you!
Take Action Now!
Don’t let data management and collaboration issues hinder your organization’s productivity. Install SharePoint list component for MS CRM today and start enjoying seamless integration between the two platforms!
📢 Disclaimer
This article is for informational purposes only. We do not guarantee the accuracy or completeness of the information provided in this article. The use of any information in this article is at your own risk.