Use documents stored in SharePoint from Microsoft Dynamics CRM

Before you can store documents for a record in Microsoft SharePoint, you must do the following:

Enable document management for the record type.
Make sure that the corresponding folders are created in SharePoint to store the documents.

Important

If the site that you are using to store the documents is on Microsoft SharePoint Server 2010 or Microsoft SharePoint Server 2013, and if the site collection under which the site is hosted has the Microsoft Dynamics CRM List component installed, Microsoft Dynamics CRM delivers the documents similar to other list of records in Microsoft Dynamics CRM. If you are using a site on Microsoft SharePoint Server 2010, and if the site does not have the Microsoft Dynamics CRM List Component installed, the documents are displayed in an IFrame instead of the Microsoft Dynamics CRM list. Microsoft SharePoint Server 2013 does not support displaying content in an IFrame. To have the appearance and behavior of a Microsoft Dynamics CRM list, ask your administrator to install the Microsoft Dynamics CRM List Component on the SharePoint site collection.

Open the Microsoft Dynamics CRM record that has the documents you want to manage.
Under Related, click Documents.
From the Document Locations list, click the location that has the documents that you want to manage or work on.
Perform any of the following tasks.

Basic Tasks
Tasks	On the Actions toolbar, do this
Create a document using a template	Click New, and then click Document. Note When you create a document using a template and try to save it, Microsoft Dynamics CRM suggests a location (SharePoint folder) in Save As when saving the document. If you save the document to a location other than the one that is suggested, the document is not visible in the Documents area.
Create a folder	Click New, and then click Folder.
Add a document from your computer and store it in the SharePoint folder	Click Add.
Edit a document	Click Edit.
Delete a document from the SharePoint site	Click the Delete button .

Additional Tasks
Tasks	On the Actions toolbar, do this
Check out a selected document	Click Actions, and then click Check Out.
Check in a document that is checked out	Click Actions, and then click Check In.
Discard any changes to a checked-out document and keep the last version.	Click Actions, and then click Discard.
Receive a notification when a document changes	Click Actions, and then click Alert Me.
Download a copy of the selected document to your local computer	Click Actions, and then click Download a Copy.
Copy the shortcut of the selected location where the document is stored	Click Actions, and then click Copy Shortcut.
Send the shortcut of the document location to another user	Click Actions, and then click Send Shortcut.
View the properties of a selected document	Click Actions, and then click View Properties.
Edit the properties of a selected document	Click Actions, and then click Edit Properties.
View the version history of a document	Click Actions, and then click Version History.
Open the document location in SharePoint in a different browser window	On the Actions toolbar, click Open SharePoint.

Important

The document actions are available to you based on the permissions you have on the SharePoint document library.

For more information about the SharePoint Document Management capabilities, see the SharePoint Server documentation.