Set up SharePoint integration

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

With Dynamics 365 for Customer Engagement apps, you can use the document management capabilities of SharePoint from within Dynamics 365 for Customer Engagement. You can store and manage documents in the context of a Dynamics 365 for Customer Engagement record on a SharePoint Server, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a SharePoint Server, non-Dynamics 365 for Customer Engagement apps users can directly access the documents on the SharePoint Server, provided they have the appropriate permissions.

For document management functionality, you either enable server-based SharePoint integration (recommended) or install the Microsoft Dynamics CRM List Component, a SharePoint solution, on a site collection in SharePoint. Server-based SharePoint integration is recommended instead of the Microsoft Dynamics CRM List Component for the following reasons.

  • Users sign-in once and do not have to sign-in to both Dynamics 365 for Customer Engagement apps and SharePoint. With the list component, users must sign in to both.

  • The list component is a SharePoint sandboxed solution. Sandboxed solutions are being deprecated and will no longer be available for both SharePoint Online and later versions of SharePoint on-premises. More information: Sandboxed solutions overview

  • No additional software is required to install on SharePoint.

  • SharePoint documents will display in Dynamics 365 for Customer Engagement apps lists.

  • Users can perform SharePoint actions from the Dynamics 365 for Customer Engagement apps command bar.

See also

Manage your documents
Permissions required for document management tasks
Validate and fix SharePoint site URLs
Enable SharePoint document management for specific entities