The SharePoint integration can connect to both. If you can't find this, please check if you are logged in as a user with Admin rights.Ģ - Open Settings and choose System - Document Managementģ - Choose the option Configure Server-Based SharePoint IntegrationĤ - On the wizard that will open, indicate if your SharePoint is Online or On-Premises. Video version of this tutorial at Dynamics 365 integration with SharePoint step-by-stepġ - Go to Settings (a cog wheel icon on the top right), then Advanced Settings. Please note that if you have 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.Īre you ready to have a go at the step-by step procedure to integrate D365 with SharePoint? Let's get started! No more worrying about your D365 instance running out of storage, and no more increasing costs because you need to expand your storage limits!
Moreover, SharePoint offers much more storage space than Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits.įirst of all, you get a productivity benefit because SharePoint is an excellent document management and team collaboration tool. Microsoft provides a native SharePoint integration in Dynamics 365. If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you.
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