Below steps for integrating MSCRM 2011 with Sharepoint for Document Management
1. Download and install the CRM list component for SharePoint on the SharePoint site.
2. Activate the CRM list component feature in the SharePoint site
3. Now go to the CRM online site or CRM on promise site
4. Go to the Settings Area and select “Document Management” and select “Document management settings”
5. In the document management settings page, Give the SharePoint site url where you have installed CRM list component and Click Next
6. Now the url get validated
7. Then select folder structure based on specific entity and click next
8. Now the document library creation will happen in SharePoint once you give the confirmation.
10. Now go the CRM record which you want to create a folder and storing the document in.
11. Click on document in the left navigation and click OK button for confirmation dialog box
12. Now the folder created in the SharePoint where the user wants to store document.
