Microsoft Dynamics® 365 Integration with SharePoint- Technical Document
About Dynamics 365 and SharePoint Integration Overview
Dynamics 365 integrates with SharePoint for uploading the files or data from either the Dynamics CRM Instances or SharePoint Site. The central aspect of the integration is to create a sync between the two products, which helps businesses easily maintain files between the two systems.
About Beyond Key SharePoint Site
The Beyond Key SharePoint site is a library with different intranet site pages and modules used for the organization’s internal functions.
How to Configure Dynamics 365 and SharePoint Integration
The integration between Dynamics CRM and SharePoint involves steps between the Dynamics CRM Instance and SharePoint. Here are the steps below.
1. In the Power Platform admin center, select an environment.
2. Select Settings > Integration > Document management settings, and then select Enable server-based SharePoint integration.
3. In the Enable Server-based SharePoint Integration alert, select Next.
4. Choose Online for your SharePoint site location. Then click Next.
5. If you do not connect your model-driven apps in Dynamics 365 to a SharePoint online site, enter the SharePoint site URL (ex. https://contoso.sharepoint.com) you will use for auto folder creation. Then click Next.
6. The system then performs an auto-check to ensure the URL is a valid SharePoint online site. After enabling server-based SharePoint integration, you can’t go back to the previous client-side integration. Choose Enable.
Once server-based SharePoint integration is enabled, you will need to allow your preferred entities for document management integration.
The steps below show you how to select the respective entities to integrate with SharePoint:
1. Make sure you have the System Administrator security role in Microsoft Dynamics 365. You can tell because you should have “Read and Write” privileges on all customizable record types.
2. In the Power Platform admin center, select an environment.
3. In Settings, select Integrations in the drop-down menu and then > Document management settings. (see two following two screenshots)
4. Select the entities you want to manage your SharePoint documents.
5. If a URL is not already specified, add the SharePoint site URL where the document locations and folders for storing documents. Then select Next.
6. Then use the server-based integration settings.
7. Please check Based on the entity option to have document libraries and folders based on that specific entity. The SharePoint site automatically creates account entities. Users do not receive a prompt to create them.
8. Once done, click next, it will sync the selected Entities into SharePoint and create folders based on the structure: e.g.,
9. Entity Name Account > for Account record > XYZ_unique Id
10. Clicking Done
11. The next step is to upload Documents from SharePoint in the Account Record.
12. In the CRM, the uploads are accessible at Account > Related > Documents as below.
13. Users can upload files as in SharePoint, which sync in the Dynamics 365 Accounts entity.
14. Establish the sync between SharePoint and Dynamics CRM.
4. User Accounts for Setup
Here are the Dynamics CRM and SharePoint user accounts needed to integrate these tools.
Final Thoughts
