Enable SharePoint document management for specific entities

Note

Getting to app feature settings can vary based on the type of app (Unified Interface or the legacy web client) you're using. You might need to adjust the procedural steps in this topic to reflect your app type. See Settings.

Also, we are moving some settings from model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and the Dynamics 365 Admin center to the Power Platform Admin center. See Environment settings are moving.

Store the documents related to entity records in SharePoint and quickly access, share, and manage these documents from model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, by enabling document management on the specific entities.

Tip

If you haven’t set up server-based SharePoint integration, you may want to do that before enabling document management for specific entities. For more information, see Set up SharePoint integration.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365. Or verify that you have Read and Write privileges on all record types that are customizable.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Document Management.

  3. Click Document Management Settings.

  4. Select the entities that you want to use to manage SharePoint documents.

    If a URL is not already specified, enter the URL of the SharePoint site where the document locations and folders for storing documents will be created, and then click Next.

  5. Consider these server-based integration settings.

    • Check Based on entity to have document libraries and folders that are based on the Account entity automatically created on the SharePoint site. Users will not be prompted to create them.

      If you don't want folders automatically created, clear the Based on entity check box.

      Important

      If you have model-driven apps in Dynamics 365 and SharePoint Online, make sure the site is under the same Office 365 tenant as your Dynamics 365 environments.

    • Click Finish.

      For more information on server-based integration, see Set up SharePoint integration.

See also

Edit existing SharePoint site records
Set up SharePoint integration