Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)

The Microsoft Dynamics CRM 2016 List component for SharePoint makes Microsoft Dynamics CRM documents that are stored on SharePoint available to you in a format that has the look and feel of Microsoft Dynamics CRM. This feature also enables CRM to automatically create folders that will be used to store documents related to CRM records on SharePoint.

Supported Operating Systems

Windows XP, Windows 7, Windows Vista

• For SharePoint Server 2013 system requirements and browser support, see System requirements for SharePoint 2013.
• For SharePoint Server 2010 system requirements and browser support, see Hardware and software requirements (SharePoint Server 2010).

• Other Requirements:


• Microsoft Dynamics CRM 2016

There are two versions of the Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint:
• Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint Server 2013. This version works with Microsoft SharePoint Server 2013. It doesn't work with SharePoint 2010, SharePoint Server Foundation 2013, or *SharePoint Online.
• Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint Server 2010. This version works with Microsoft SharePoint Server 2010 and Microsoft SharePoint Foundation 2010. It doesn't work with SharePoint 2013 or *SharePoint Online.

*Due to the deprecation of sandboxed solutions in SharePoint Online, the List Component is no longer supported with SharePoint Online. We recommend you use server-based integration for document management with Dynamics 365 Customer Engagement and SharePoint. More information: Configure server-based authentication with Microsoft Dynamics 365 (on-premises) and SharePoint Online

1. To start the download, click Download for the list component that you want to install.


2. To save the file to your computer, click Save, specify a location, and click Save again.

Important

• You must be a SharePoint site collection administrator to be able to install the Microsoft Dynamics CRM List component on Microsoft SharePoint Server.
• (For SharePoint (on-premises) only) The Microsoft Dynamics CRM List component is a site collection-level solution. If you want to enable the list component at the farm level, you must write a script that does the following:
• Retrieves all SharePoint site collections from SharePoint Server.
• Installs and activates the list component on each of these site collections.

To install the Microsoft Dynamics CRM List component

1. Navigate to the folder where you downloaded CRM2016-SharePointList2013-ENU-amd64.exe or CRM2016-SharePointList2010-ENU-amd64.exe, and double-click it.
2. In the Open File - Security Warning dialog box, click Run.
3. To accept the license agreement, click Yes.
4. Select a folder to store the extracted files, and click OK.

If you downloaded CRM2016-SharePointList2013-ENU-amd64.exe, the following files are extracted:
• AllowHtcExtn.ps1
• crmlistcomponent.wsp

If you downloaded CRM2016-SharePointList2010-ENU-amd64.exe, the crmlistcomponent.wsp file is extracted.
5. Open your browser.
6. In the address bar, type the URL of the site collection on which you want to install the Microsoft Dynamics CRM List component, and press Enter.
7. Navigate to Solution Gallery in SharePoint:
• If you are using SharePoint 2010: Click Site Actions, then Site Settings, and then under Galleries, click Solutions.


• If you are using SharePoint 2013: Click Settings icon in the top-right corner, then Site Settings, and then under Web Designer Galleries, click Solutions.
8. On the Solutionstab, in the New group, click Upload Solution.
9. Click Browse, locate the crmlistcomponent.wsp file, and then click OK.
10. On the Solutions tab, in the Commands group, click Activate.

Uninstall Instructions

1. Open the site collection URL on which the Microsoft Dynamics CRM List component is installed.
2. Navigate to Solution Gallery in SharePoint:
• If you're using SharePoint 2010: Click Site Actions, then Site Settings, and then under Galleries, click Solutions.
• If you're using SharePoint 2013: Click Settings icon in the top-right corner, then Site Settings, and then under Web Designer Galleries, click Solutions.
3. Select the option for the crmlistcomponent.wsp file, and on the Solutions tab, in the Commands group, click Deactivate.
4. In the Deactivate Solutions dialog box, in the Commands group, click Deactivate again.
5. On the Solutions tab, in the Commands group, click Delete.
6. Click OK.