Install the Microsoft Dynamics CRM List component

Can I do this task?

You must have folders created on Microsoft SharePoint to store the documents for your Microsoft Dynamics CRM records on Microsoft SharePoint. You can either create the folders manually or you can let Microsoft Dynamics CRM automatically create folders in the context of Microsoft Dynamics CRM records on Microsoft SharePoint.

To let Microsoft Dynamics CRM automatically create folders and to deliver the documents stored on SharePoint with the same appearance and behavior as the Microsoft Dynamics CRM lists, you must install Microsoft Dynamics CRM List component on a site collection on Microsoft SharePoint Server 2010.

1. In the Navigation Pane, click Settings, and then under System, click Document Management.
2. Click SharePoint Sites.
3. Select or open the site record on which you want to install the Microsoft Dynamics CRM List component.
4. In the Actions group, click Install List Component.
5. Follow the instructions on the Download Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010 page. For more information, see the Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010 Readme.

Note

Alternatively, in the Navigation Pane, click Settings. Under System, click Install List Component.