Enabling SharePoint Document Management in Microsoft Dynamics CRM 2011

If you want to enable SharePoint Document Management integration with Microsoft Dynamics CRM 2011, you will need to have SharePoint 2010 (or SharePoint 2013) already set up and installed.

In your SharePoint environment, it is recommended that you first install the Dynamics CRM List Component to your SharePoint Web Application/SharePoint Site Collection.

You can download the CRM List Component from here: http://www.microsoft.com/en-us/download/details.aspx?id=5283

The instructions for installing the CRM List Component are included with the download page, but here are a few screenshots on how to accomplish it:

1. Go into Site Actions-->Site Settings
2. Beneath the Galleries heading, click on Solutions
3. Upload and Activate the Solution

If you are unable to Activate the Solution in the Solutions Gallery, 

1. Log into Central Administration and go into Application Management
2. Beneath Service Applications, click on Manage services on server
3. Make sure that the "Microsoft SharePoint Foundation Sandboxed Code Service" service has been started

In order to configure Dynamics CRM 2011 for SharePoint Document Management, you can do the following:

1. Click on Settings
2. Click on Document Management
3. Click on the Document Management Settings icon
4. Go through the Wizard to configure the SharePoint site along with its corresponding entities in CRM.

Now, when you navigate back to Dynamics CRM and open a CRM record, you should be able to view the CRM List Component view when you click on Document Management: