HOW TO SETUP DYNAMICS 365 INTEGRATION WITH SHAREPOINT?

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 1Enable Server-Based SharePoint Integration

Go to Settings > Document Management first
Dynamics-365s-SharePoint-integration

Choose the Enable Server-Based SharePoint Integration option.
Dynamics-365s-SharePoint-integration

The configuration wizard will start and guide you through the steps required.
Dynamics 365's SharePoint integration

Select whether your SharePoint is an Online or an On – Premises setup, select Online, and press Next.
Dynamics 365's SharePoint integration

On the next page, enter the URL of the SharePoint site for use with server-based integration, and click Next.
Dynamics 365's SharePoint integration

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.
Configure Server

Step 2 – Enable SharePoint document management for specific entities

Go to Settings -> Document Management

Click Document Management Settings
Document Management

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.
Document Management2

Make sure to clear the Based on entity check box, and then click Next.
Document Management3

Document Management4

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.
Document Management5

Document Management6

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.
Document Management7

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.
Document Management8

Select the file to be uploaded, then click OK.
Document Management9

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.
Document Management10

Document Management11

 

Leave a Reply