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I’ve CRM server and 2 Sharepoint servers, one for internal operators among several agencies to manage customers’ documents and applications, one for web-portal for public users to track changes e.g. of their applications, and the CRM defines business models and business processes.
What should I consider in terms of integration of these systems?
What kind of integration toolkit I need to use?
Should I use an External Connector for these purposes?
Sultan
I wrote a pretty big article on what you need to do to get it all hooked together here. I did it on just 1 VM, however going across servers shouldn’t be much more work.
However essentially what it boils down to is installing the list control in SharePoint, setting up a SharePoint site in CRM2011 and then allowing the entities in CRM to have document management enabled.