Setting up Document Management with SharePoint 2010 for Dynamics CRM 2011

Roshan Mehta, 10 June 2011

On Tuesday 7th June I had the privilege of presenting at the xRM User Group.

I covered the topic of Document Management in Dynamics CRM and ran through a couple of demos on how to setup Document Management as well as how an organization might use this feature with SharePoint 2010. I have added below the first demo from the presentation covering the steps involved to setup and configure your CRM implementation for Document Management with SharePoint 2010.

In my next post I will be uploading the second demo from my presentation, covering how an organization might use this feature with SharePoint 2010.