Create, view, and manage SharePoint documents from inside Dynamics 365!

This week in Microsoft Dynamics Support, I will show you how to enable Sharepoint integration with Microsoft Dynamics 365 CRM.

SharePoint integration lets you create, manage, upload, view, and delete SharePoint documents from Dynamics 365.

You can also give customers direct access to selected SharePoint documents.

See below for video and instructions:

NOTE: You will need global administrator credentials to enable SharePoint integration with Dynamics 365 CRM.

1.) Log in to Dynamics 365 for Sales using global administrator credentials.

2.) Go to Settings, then Document Management.

3.) Go to Enable Server-Based SharePoint Integration.

4.) A pop-up window will appear. Click Next to begin setup.

5.) In the setup window, you will be asked where your SharePoint files are stored. Choose Online, then click Next.

6.) Enter your SharePoint URL and then click Next.

Note: You can find your SharePoint URL by logging into Office 365 Online, clicking the SharePoint icon, and copying the URL.

7.) You should receive a notification that your setup is complete. Check Open Document Management Settings Wizard and click Finish.

Initially, you will have all the default entities enabled in your Document Management Settings.

8.) Choose any additional entities that you want to set up the Document Management for. You can always come back and add or remove entities later, as well.

9.) Enter your SharePoint URL one more time, and click Next.

In the next window, your URL should be confirmed as valid. If not, go back and re-enter the URL.

You will also get a notification that says the Dynamics 365 component is not installed. That’s OK; it should install by itself.

10.) Click Finish.

11.) Wait until all the libraries are created, and then click Finish again.

And there we have it! The SharePoint integration with Dynamics 365 CRM has been created. Now, if you add any admins to accounts or any of the other entities that have been checked, all the documents will be stored in SharePoint.

Looking for a helping hand with Dynamics 365?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

• unlimited diagnostic support
• unlimited answers to “How do I …?” questions
• annual system audits
• regular progress calls from a dedicated account manager
• + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!