SharePoint Integration with Dynamics 365

In this blog, I have shared a step-by-step process to set up a SharePoint with Dynamics 365. Here I discussed how to integrate SharePoint with Dynamics 365? 

SharePoint offers much more storage space than Dynamics 365. No more worrying about your D365 instance running out of storage, and no more increasing costs because you need to expand your storage limits!

Note: For model-driven apps in D365 and SharePoint Online, you need to make sure the site is on the same Office 365 tenant and your Dynamics 365.

Let's proceed.

1.  Go to Settings -> Advanced Settings -> Settings - Document Management 

2. Click on Enable Server-Based SharePoint Integration

3. On open Wizard Click Next

4. Indicate if your SharePoint is Online or On-Premises. The 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.

Select online (in my case) -> Click Next

5. Enter the URL of the SharePoint site you want to use -> Click Next

6. Click On Finish button to complete & enable configuration setup

7. You can now go back to your Document Management screen and select which entities should be enabled for SharePoint folders.

Click on Document Management Settings.

8. On the pop-up window, you check the entities under which you anticipate storing documents and Click Next. I selected only Account & Case entity.

Note: If you want to create a folder structure based on Account or Contact you can proceed with the below, In my case, I kept it unchecked. 

If you checked, You can then define the folder structure. Here are your 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 an 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

9.  I kept it as is, As I wanted to create my own folder structure Click Next

10. You might have to wait a little at this point as the document libraries will be created. 

Once it's done you can click Finish.

11. On the screenshot below you can see the document that we created for an Account & Contact. Notice its storage is on SharePoint.

13. The integration is done. On the Dynamics 365 side, you will now see a documents option under the entities you enabled. 

14. Go back and Create a SharePoint document location, Navigate to Settings -> Document Management -> Click on SharePoint Documents Location

15. Click on New (+) -> Fill in all the details as shown and Save it.

16.  Custom Document Locations have been created for both account and incident entities.

That's all the now try to add any file to your D365 account record, It will be uploaded to the SharePoint site location and as well as in the SharePoint Documents Location.

Thank you!

Happy SharePointing...