In this blog I’ll show you how to link Microsoft Dynamics with SharePoint online so that you can store and access files easily from both applications. I’ll even provide 3 benefits of doing it.
Why link the two?
- Share/collaborate on documents uploaded to Dynamics 365 – Any documents added to Dynamics will be stored in SharePoint. This means that non dynamics users can review, edit and add documents. These changes will be reflected back in dynamics.
- Its cheaper to store documents in SharePoint
- Save money on licences – Non dynamics users (with the correct SharePoint permissions) can access any documents from SharePoint as part of the Microsoft 365 Licence. No need for a full (more expensive) Dynamics licence.
Once you’ve set it up the integration looks like this
Here’s how to set it up
- Create a site in SPO, make it public so that you don’t have to keep adding users, users need access to SPO and D365
- Within D365 Enable Server based SharePoint integration – You’ll need your SharePoint site URL you just created. Both links (SPO and D365 should be under the same tenant)
- Go to Settings > Document Management
PS you can also get here via the PowerPlatform admin centre
- Follow the wizard instructions to enable SharePoint integration, including adding the url to the SharePoint site you just created) until you get to the screenshot below
- Hit finish
- Then go to Document management settings
- And choose the entities you want document management to be enabled on
- Select the entities, add your sharepoint link and hit next (you can go back and add other entities if you need to at a later date). Default entities are enabled but you can add others now, or later
- Add the SharePoint URL
- Click next
- Hit finish
- Go to files area of and enabled entity
- Go to the documents area and upload a document
- It appears within D365
But also in a corresponding folder within SharePoint where none D365 licence holders can view/edit the document (if they have the appropriate SharePoint licence)