Documents: Difference between revisions

Jump to navigation Jump to search
437 bytes added ,  6 October 2022
Line 46: Line 46:


=== Server-side prerequisites ===
=== Server-side prerequisites ===
Resco mobile apps support both Sharepoint List Component base integration and Server-Side Integration. Both will result in the creation of the required records. The difference is in the CRM web user interface, which is not important for Resco Mobile CRM. The List Component is deprecated, but please read the following [https://technet.microsoft.com/en-us/library/dn792527.aspx guidelines] to make sure you pick the right choice.
Resco mobile apps support both SharePoint List Component base integration and Server-Side Integration. Both will result in the creation of the required records. The difference is in the CRM web user interface, which is not important for Resco Mobile CRM. The List Component is deprecated, but please read the following [https://web.archive.org/web/20190113155059/https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/dn792527(v=crm.8) guidelines] to make sure you pick the right choice.
 
See SharePoint documentation depending on your installation type:
* [https://learn.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online SharePoint Online]
* [https://learn.microsoft.com/en-us/power-platform/admin/configure-server-based-authentication-sharepoint-on-premises SharePoint On-Premises]


Resco Mobile CRM requires that sharepointsite and documentLocation records are correctly configured. This means that these records must exist:
Resco Mobile CRM requires that sharepointsite and documentLocation records are correctly configured. This means that these records must exist:
* At least one sharepointsite record with the sharepoint url
* At least one sharepointsite record with the SharePoint URL
* At least one documentLocation per Sharepoint-enabled-entity root
* At least one documentLocation per SharePoint-enabled-entity root


=== Configure Resco Cloud ===
=== Configure Resco Cloud ===

Navigation menu