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Integrate Dynamics 365 Customer Engagement (on-premises) with SharePoint

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SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions.

The SharePoint integration feature enables you to store and manage documents on SharePoint in the context of a Dynamics 365 Customer Engagement (on-premises) record, and use the SharePoint document management abilities in Dynamics 365 Customer Engagement (on-premises), such as checking the document in and out, viewing version history, and changing document properties.

Dynamics 365 Customer Engagement (on-premises) support two types of integration with SharePoint: client-to-server and server-to-server (server-based). More information: Enable SharePoint integration

Use the SharePointSite and SharePointDocumentLocation entities to store and manage the SharePoint Server location records in Customer Engagement, and the UserMapping entity to define custom claim mappings to use a value other than the default value used by Customer Engagement to authenticate and authorize Customer Engagement user in SharePoint.

In This Section

Understanding Dynamics 365 Customer Engagement (on-premises) and SharePoint Integration

Enable SharePoint Integration

Actions on SharePoint Location Records

Define custom claim mapping for SharePoint server-based integration

Sample: Enable Document Management for Entities

Sample: Create, Retrieve, Update, and Delete a SharePoint Location Record

Sample: Retrieve Absolute URL and Site Collection URL of a Location Record

Reference

Manage your documents using SharePoint

Office and SharePoint development

Extend Dynamics 365 Customer Engagement (on-premises)

Supported Extensions for Dynamics 365 Customer Engagement (on-premises)

The Metadata and Data Models in Dynamics 365 Customer Engagement (on-premises)

Extend Dynamics 365 Customer Engagement on the server apps

Extend Dynamics 365 Customer Engagement on the client apps

Customize Dynamics 365 Customer Engagement applications

Package and distribute extensions using solutions

Extend Dynamics 365 for Outlook

Integrate Dynamics 365 Customer Engagement (on-premises) with OneNote