I have integrated Sharepoint 2010 with CRM 2011 successfully. Now when I logon to CRM and go to Documents from the left navigation pane of custom entity, I am being asked to enter the sharepoint login credentials.
My question is,
1) is there any way to pass the CRM login credentials to the Sharepoint Credentials, or a single sign in, or a default credentials?
2) is it necessary for a particular user to have profile in both CRM and sharepoint to add, view or modify documents from CRM to sharepoint?
You shouldn't have a problem with this if you have IE settings correctly configured to use windows authentication. For Microsoft applications most provide seamless authentication with NTLM or kerberos authentication and IE will single sign on AD users.
Yes you need, the user always need permissions to access resources. however in Sharepoint you can use AD groups, so you could easily set up the 'Domain Users' group, or 'Authenticated Users' and this would give access to a global audience. In CRM you will
need to configure each user or develope an automated process.
Hope this helps.
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