Integrate Microsoft Dynamics 365 with SharePoint

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Microsoft 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 Microsoft Dynamics 365 record, and use the SharePoint document management abilities in Microsoft Dynamics 365, such as checking the document in and out, viewing version history, and changing document properties.

Microsoft Dynamics 365 supports 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 Dynamics 365, and the UserMapping entity to define custom claim mappings to use a value other than the default value used by Dynamics 365 (online) to authenticate and authorize Dynamics 365 users in SharePoint.

In This Section

Get started with SharePoint integration

Enable document management for entities

Actions on SharePoint location records

Define custom claim mapping for SharePoint server-based integration

SharePoint integration entities

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

TechNet: Manage your documents using SharePoint

SharePoint general development

TechNet: Overview of document management in SharePoint 2013

Extend Microsoft Dynamics 365

Supported extensions for Microsoft Dynamics 365

The metadata and data models in Microsoft Dynamics 365

Extend Microsoft Dynamics 365 on the server

Extend Microsoft Dynamics 365 on the client

Customize Microsoft Dynamics 365 applications

Package and distribute extensions using solutions

Developers guide to reports for Microsoft Dynamics 365

Extend Microsoft Dynamics 365 for Outlook

Integrate Microsoft Dynamics 365 with OneNote

Use Parature knowledge in Dynamics 365

Microsoft Dynamics 365

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