January 13, 2023 10:30 AM

How to set up Microsoft Dynamics 365 integration with SharePoint?

Integrating Microsoft Dynamics 365 CRM with SharePoint is a simple process because Microsoft provides a native SharePoint integration in Dynamics 365. The integration gives you an enormous productivity benefit because SharePoint is an excellent document management and team collaboration tool.

Here is the step-by-step process for integrating SharePoint with Microsoft Dynamics 365

  1. Log in as a user with Admin rights and go to ‘Settings’ (a cogwheel icon on the top right), and then choose ‘Advanced Settings’.
  2. Open ‘Settings’ and choose ‘System - Document Management’.
  3. Choose the option ‘Configure Server-Based SharePoint Integration
  4. On the wizard that opens subsequently, indicate if your SharePoint is Online or On-Premises. SharePoint integration can connect to both. It can even connect to multiple SharePoint sites, but they all have to be either Online or On-Premises.
  5. If you chose ‘Online’ on the previous step, now you need to enter the URL of the SharePoint site you want to use. You can copy the URL from when you are on the SharePoint site main page and the wizard will validate it when you click ‘Next’.
  6. After a successful validation, the final step to enable your Server-Based SharePoint Integration is clicking the ‘Finish’ button.

You can select which entities should be enabled for SharePoint folders from your Document Management screen -

Click on ‘Document Management Settings’, and in the pop-up window, you check the entities under which you anticipate storing documents and click ‘Next’. You can then define the folder structure based on these options:

  • Not check the ‘Based on entity’ checkbox - Folders will not be automatically created.
  • Check the ‘Based on entity’ checkbox and choose ‘Account’ - the structure will have ‘Account’ as the primary folder, and sub-folders based on the actual account names will be created under it.
  • Check the ‘Based on entity’ checkbox and choose ‘Contact’ - the structure will start with the contact primary folder, and sub-folders based on the actual contact names will be created under it.

Make your selection and click ‘Next’, and then click ‘Finish’ after the document libraries are created.

The SharePoint integration is now live. On the Microsoft Dynamics 365 side you will now see a document option under the entities you enabled.

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