Dynamics 365’s SharePoint integration allows us to create, manage, upload, view, and remove SharePoint documents 365. Expanding the use of SharePoint’s document management and team communication features produces excellent outcomes that results in enhanced productivity for most firms. Furthermore, SharePoint has significantly more storage space than Dynamics 365. We do not have to worry about D365 instance running out of storage or the cost of additional storage escalating. So, let’s get started with the integration process:
Step 1 – Enable Server-Based SharePoint Integration
Go to Settings > Document Management first
Choose the Enable Server-Based SharePoint Integration option.
The configuration wizard will start and guide you through the steps required.
Select whether your SharePoint is an Online or an On – Premises setup, select Online, and press Next.
On the next page, enter the URL of the SharePoint site for use with server-based integration, and click Next.
To see your SharePoint site collections, in the Office 365 admin center, click Admin centers -> SharePoint an then click site collections.
The URL will be checked for being a valid SharePoint online site and for existing in the same Office 365 tenant as your Dynamics 365 organization. After enabling server-based SharePoint integration, you cannot go back to the previous client-side integration. Once validated, click the Finish button.
Step 2 – Enable SharePoint document management for specific entities
Go to Settings -> Document Management
Click Document Management Settings
For each entity you select, a folder structure will be set up in SharePoint for that entity. A list of your entities will appear in the pane. Select the entities that you want to use to manage SharePoint documents.
You will also need to re-enter the URL for your SharePoint site so that it knows which SharePoint instance to create and then click Next.
Make sure to clear the Based on entity check box, and then click Next.
Microsoft Dynamics 365 creates document libraries for the selected entities on SharePoint. Microsoft Dynamics 365 also creates the corresponding document location records that contain the links to these document libraries. The Document Management Settings wizard shows the creation status of the document libraries.
Step 3 – Using Document Management
Our next step is to set up the new Documents tab on our forms. To do this, go to a record of an Entity for which you just set up a SharePoint structure. Begin by opening a document management-enabled record; for example, let’s assume we want to upload a document to one of our Dynamics 365 Opportunities.
Browse to your Microsoft Dynamics 365 (online) web application. Choose an Opportunity, such as the Expressed interest in A. Datum X line of printers sample Opportunity. On the navigation bar, click the down arrow next to the account name, and then click Documents.
From the command bar, click the Upload button, and then browse to a document to upload to the new folder in your Microsoft Office 365SharePoint Online Team site.
Select the file to be uploaded, then click OK.
Step 4 – Verify that everything is in working order
To verify that the document was successfully uploaded and see it in your Microsoft Office 365 SharePoint Online Team site, click to the left of the document name (you will see a check mark), and then click Open Location.
