Manage your documents using SharePoint

Document management with SharePoint lets users manage common document types, such as Word, Excel, PowerPoint, OneNote, and create folders to save and manage those documents in model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, that are seamlessly stored in SharePoint.

Note

The document management feature isn't supported for users with Power Apps for Office 365 licenses. These users should upgrade to the appropriate licensing. More information: Compare Office 365 for Business Plans

Depending on your environment, there are several model-driven apps in Dynamics 365 and SharePoint configurations possible.

Configuration More information
Model-driven apps in Dynamics 365 with SharePoint Online Set up Dynamics 365 apps to use SharePoint Online
Model-driven apps in Dynamics 365 with SharePoint on-premises Configure server-based authentication with Dynamics 365 apps and SharePoint on-premises

Administrators set up document management, specify permissions for managing tasks, and ensure that the SharePoint site URLs are correct.

See also

SharePoint Document Management software requirements