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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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Microsoft Business Solutions MVP

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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

Reviewed Book

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

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