The Document Management area allows you to configure SharePoint integration. Integrating Dynamics CRM with SharePoint in this way provides an additional functionality for document management. As you can see in the following screenshot, you can now start to take advantage of all the document versioning features of SharePoint, as well as checkouts, checkins, and auditing:
In order to configure SharePoint integration, the following steps need to be followed:
First, in the Document Management Settings area, there's a link to Install List Component. This takes you to the download center where you can get the List Component. This is a SharePoint component that must be installed on the SharePoint server you intend to use for integration. Select a SharePoint site collection you want to use for integration and deploy this component in there. In order to install this, you must be a site collection administrator.
Once this is done, you can go to the Document Management Settings area...