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: