Summary

This chapter explained how to integrate CRM 2013 with both SharePoint 2010 and SharePoint 2013, and how to manipulate these features to get the data structure you desire.

The chapter also briefly covered the additions to the CRM SDK and ways to connect to SharePoint and perform basic custom integrations.

It is important to realize that when working an integrated environment with Sharepoint and Dynamics CRM that permissions are not transferred, and a restrictive user in CRM could accidentally stumble into the SharePoint document library for every Account unless their permissions are pared across SharePoint and CRM.

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