Microsoft has released an updated component for SharePoint 2013 that allows you to store documents in SharePoint and relate them to CRM entities. One of the features of CRM 2011 has been the ability to relate SharePoint document libraries to CRM data, but it was only for SharePoint 2010. This updated component now officially supports SharePoint 2013. This article will show you how to install and configure it.
1. Download the SharePoint components
Download the latest components from http://www.microsoft.com/en-ca/download/details.aspx?id=5283. This includes the solutions for both SharePoint 2010 and SharePoint 2013. Select the appropriate version (in this case I am assuming you are using SharePoint 2013. Run the installer to extract the files to your local file system.
This will give you three files: AllowHtcExtn.ps1, crmlistcomponent.wsp, and mscrmsharepointeula.txt.
Also note that the installation instructions are not included in this download – they are on the download page itself. I recommend that you copy/paste the instructions and place them in the same location you just extracted the download file to.
2. Enable .htc extensions
This component makes use of legacy .htc files that are not supported by default in SharePoint. To enable the use of .htc extensions in SharePoint, open up a powershell command line and run the AllowHtcExtn.ps1 file you extracted using your sharepoint url as the first parameter.
3. Install the solution to your site collection
Navigate to the site collection that you want to use as a base url for your CRM documents library. Once you are at the correct site, click on the settings icon in the upper right corner of the site and select Site Settings. On the site settings page, click the Solutions link under the Web Designer Galleries section. Click Upload Solution in the ribbon, browse to the crmlistcomponent.wsp file that you extracted earlier and upload it to SharePoint.
4. Activate the solution
After you upload the crmlistcomponent.wsp file, click the Activate button in the ribbon to activate the component.
Once activated you can now configure CRM to use SharePoint 2013 as a document library using the standard instructions that are available for CRM 2011.