SharePoint Document Management software requirements

If you want to use SharePoint document management functionality with model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, you must meet the requirements listed in this topic.

Use document management

If you are using server-based integration with SharePoint, you can use any of the following SharePoint versions.

  • SharePoint Online
  • SharePoint 2016 on-premises
  • SharePoint 2013 SP1 on-premises (or a later version).

A SharePoint site collection. You also need to have at least one site collection configured and available for model-driven apps in Dynamics 365.

Server-based SharePoint integration must be enabled.

Important

The document management feature requires that model-driven apps in Dynamics 365 and SharePoint Online subscriptions be under the same tenant.

SharePoint Foundation versions aren’t compatible with model-driven apps in Dynamics 365 document management.

Users who access SharePoint from model-driven apps in Dynamics 365 must have appropriate permissions on the SharePoint site collection where the document management components are installed. For more information about how to grant membership on a site collection, see the SharePoint Help.

Server-based SharePoint integration

Earlier versions of model-driven apps in Dynamics 365 document management use a client-to-server strategy to authenticate and transmit data from model-driven apps in Dynamics 365 to SharePoint. Server-based (using server-to-server authentication) SharePoint integration provides the following benefits:

  • User interface that is consistent with the newly-updated user interface.

  • Users can create and view folders when using document management.

  • To configure and use document management, you do not need to be signed in to both model-driven apps in Dynamics 365 and SharePoint.

See also

Set up SharePoint integration