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I would argue that in today’s world, it is almost impossible for one person to know in detail all aspects of a platform. Take Dynamics 365 for example. With the merger of multiple platforms under one generic marketing name, now we have specialists in Customer Engagement, F&O, Talent, etc. Take it one step lower, inside Customer Engagement, and with Field Service and PSA, you need to catch-up on new concepts, business models, etc. And then there’s always been the xRM part, which is all about the client’s business need outside of the scope of typical standard modules. But that’s not all.

The platform, as we knew it, is growing at an exponential rate. Where does that take us?
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This post takes you through a step by step scenario on configuring Server-Based SharePoint Integration. Whether you do it for a demo environment, your production or a development environment, as long as you do it for Dynamics CRM Online with O365 SharePoint, the following steps apply.

Assumption is that, as in this case, a new 30-day O365 and CRM Online instance was just spun up. You can do the trial O365 first, then from the admin console add the CRM Online trial, or vice-versa.

The simple way to start is, as soon as your instance is up and running, you will get the notification bar. Click on the Enable Now button.

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Configuring and Extending Dynamics 365 Customer Engagement

Configuring and Extending Dynamics 365 Customer Engagement

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Getting Started with Dynamics 365 Customer Engagement

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Implementing Microsoft Dynamics 365 for Finance and Operations

Implementing Microsoft Dynamics 365 for Finance and Operations

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Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

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Microsoft Dynamics CRM 2016 Customization - Second Edition

Microsoft Dynamics CRM 2016 Customization - Second Edition

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Microsoft Dynamics CRM Customization Essentials

Microsoft Dynamics CRM Customization Essentials

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Microsoft Dynamics CRM 2011 Scripting Cookbook

Microsoft Dynamics CRM 2011 Scripting Cookbook

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Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

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