Microsoft Dynamics CRM Online supports integration out of the box with SharePoint Online (part of Office 365) that enables you to use the document management capabilities of SharePoint Online from within Microsoft Dynamics CRM. 

1. Document Management
SharePoint Online Setup With
MICROSOFT DYNAMICS CRM ONLINE -2013

2. • Microsoft Dynamics CRM Online supports integration out of the
box with SharePoint Online (part of Office 365) that enables you
to use the document management capabilities of SharePoint
Online from within Microsoft Dynamics CRM.
• It enables you to store and manage documents in the context of a
Microsoft Dynamics CRM record and leverage the SharePoint
Online infrastructure to share, manage, and collaborate
efficiently.
• Because the actual documents are stored on SharePoint Online,
non-Microsoft Dynamics CRM Online users can directly access
the documents on the SharePoint Online, provided they have the
appropriate privileges on SharePoint Online.

3. • Here is how to setup the Document Management with
SharePoint Online and Microsoft Dynamics CRM Online.
• Provision an Office 365 plan that includes SharePoint
Online and CRM Online (such as the Enterprise E3 plan
which offers a Free trial).
• Next use this link to download the Microsoft Dynamics
CRM 2013 List Component for Microsoft SharePoint Server
2013.

4. Login to your Office
365 Admin portal
and click on Sites:

5. Click on Team Site (or
the SharePoint Site
you used to setup the
CRM Document
Management):

6. Click on Site
Contents:

7. Click on SETTINGS:

8. Click
on Solutions under
the Web Designer
Galleries section:

9. Click on Upload
Solution:

10. Select the crmlistcomponent.wsp file from the Microsoft
Dynamics CRM 2013 List Component for Microsoft SharePoint
Server 2013 download and click OK:

11. After the upload,
check that that
status
is Activated. If
not, click Activate.

12. That is all for the SharePoint Online side of the setup. Now let’s go to
CRM Online.
Open Microsoft CRM Online Web Client and navigate to SETTINGS >> DOCUMENT
MANAGEMENT:

13. Click on Document Management Settings and
enter in your SharePoint Online URL. Click Next:

14. You will receive the following message if the
SharePoint Online URL is valid:

16. That is all for the CRM Online side of the setup. We are ready to use
the CRM Document Management feature now. You can check it out
by going to any CRM Account record and then click on DOCUMENTS

17. Look at all the Document Management Actions – Check Out,
Download a Copy, Version History, etc.

18. CRM Users can select the document and click on Open
SharePoint to open the specific SharePoint location where
the document is stored at:

19. Note: To find the SharePoint Online URL – Office 365 Admin Portal >>
Sites >> click on Manage and then click on the Team Site (or the
SharePoint Site you used to setup the CRM Document Management)