Integrate MS Dynamics CRM 2015 With Microsoft SharePoint 2013

Provide a complete step by step process on how to integrate Microsoft Dynamics CRM with Microsoft SharePoint using the out-of-the-box configuration tools provided by Microsoft for both platforms.
Step 1:Firstly, you'll want to create a new collection in SharePoint to keep your files separate.
Step 2: We need to setup SharePoint for this List Component. For that download the List component for the correct version of CRM and upload it into the Solutions Gallery of SharePoint.


Step 3:  Activate the solution and be sure that the Status is activated.

You may get errors in activation. To rectify, make sure the Microsoft Dynamics CRM Sandbox Processing Service and Microsoft SharePoint foundation Sandboxed Code Service services are started.

Step 4: Then  Click on CRM -> Settings -> Document Management as shown below.

Step 5: You will settings available under the document management settings.

Step 6: Click on Document Management Settings, enter the SharePoint site URL where you want to save documents. Click Next. In case you don't have the Microsoft Dynamics CRM List Component it will give you the following warning.


Step 7:  Document management can be enabled for those entities in Microsoft Dynamics CRM that can be customized. By default, document management is enabled only for the following entities in a new installation of CRM.
 Account
 KbArticle
 Lead
 Opportunity
 Product
 Quote
 SalesLiterature
You can enable document management for an entity, as shown below.


Step 8: Once document management is enabled for an entity, you will see the option for documents as shown below.

Step 9:  You can add document location for this entity assuming the location is created and the appropriate permissions are set on SharePoint.

Step 10: And if everything goes right, you will see the familiar (at least to me) interface of SharePoint from within Dynamics CRM as shown below. You can start uploading documents and use document management functionality.

Step 11: In case you do not want to manage the folder structure on your own and let CRM make it for you, if the CRM List Component is installed correctly, you get an option for creating a folder structure based on the entities.
 

CRM users and non-CRM users can work together to achieve common business goals through improved communication by this integration.