After completing our transition to Office 365, I was very excited to start using the integration between Microsoft Dynamics CRM 2011 (in the NjevityToGo cloud) with the SharePoint Online piece of Office 365 (in the Microsoft Cloud). This is a fantastic feature of Dynamics CRM and SharePoint that allows you to manage documents for an account directly within a SharePoint Site. You can add/update/view documents in either CRM or SharePoint and you can take advantage of the powerful search capabilities of SharePoint. Here is a great blog article that explains how this all works.
However, as I started working on setting this up, I realized that all of the documentation on installing the SharePoint List Component assumes that you are using SharePoint ON PREMISE, not SharePoint Online. And, the instructions for performing the installation DO NOT WORK with SharePoint Online. AND most of the articles in the blogosphere state that SharePoint Online is not compatible with the Dynamics CRM 2011 List Component or Document Management features.
I am happy to report, however, that these articles are out of date. In November 2011, Microsoft released an update to SharePoint Online that allows it to work with Dynamics CRM 2011. This blog post from the Dynamics CRM Blog explains how to install the Dynamics CRM 2011 list component with SharePoint Online. Here is another blog post from the Office 365 Team on how to get this working.
I followed these instructions and am thrilled to report that IT ALL WORKS! I have this up and running right now with our NjevityToGo Cloud deployment of Dynamics CRM 2011 (using the November 2011 Service Update) in our cloud and SharePoint Online in the Office 365 Cloud.
In a nut shell, you can do the following:
Install the Microsoft Dynamics CRM List Component Solution to SharePoint Online
AllowHtcExtn.ps1 (NOT required for SharePoint Online)
Configure Data Management in Microsoft Dynamics CRM Online
Document Management with SharePoint Online is now configured within Microsoft Dynamics CRM. When a Microsoft Dynamics CRM user click on Documents on the CRM form, the List Component will look for a corresponding Document Library and if one does not exist create one.