From the Microsoft Dynamics CRM blogs: SharePoint Online Doc Management; CRM forms from SSRS Reports; CRM Online storage guidance; e-Signature Options

CRM Online & SharePoint Online Document Management Setup: On her blog, CRM MVP Donna Edwards says that way back in the year 2011, she wrote an article about how to set up Microsoft Dynamics CRM Online document management with SharePoint Online in an Office 365 scenario.

Recently, she said she had to configure the same thing and found that although the setup was essentially the same, the steps were slightly different. Since she was doing the work, she decided to tell you about the changes.

As before, Edwards said there are a couple of things you need to get started:

• Sign up for an Office 365 E3 or E4 Trial Plan
• Complete the steps to add CRM Online if you haven't already and launch CRM Online to ensure everything is working as expected.  This can actually be a bit tricky for first time users so have a look at this nice trial guide that Microsoft put together if you need some assistance.
• Download the SharePoint 2013 List Component and run it to extract the contents to a folder

Once you've completed the items above, you're ready to rock ‘n' roll. You can find the download links as well as the rest of Edwards' post here.

SSRS: How to open CRM Forms from Custom Reports: On Salim Adamon's Dynamics CRM Blog he tells you how to add a URL in your SSRS reports to open a related CRM record. He skips CRM/SSRS reporting 101, so if ...