Dynamics 365 and SharePoint Integration

You can use Dynamics 365 to help you manage SharePoint documents. Configuring Dynamics 365 for integration with SharePoint involves the following:

• Configuring Dynamics 365 for Document Management

• Verifying your SharePoint Connection

• Test the Integration

• Confirm Document Sync with SharePoint

Configure Dynamics 365 for Document Management

1. Navigate to Settings > Advanced Settings.

2. Click System Settings > Document Management.

3. Click Document Management Settings.

4. Ensure the Opportunity entity is selected.

5. Specify the SharePoint site you want to integrate with. You can skip the Select folder structure step – folder structures will be created automatically.

6. Documents associated with Opportunities will appear under this SharePoint path:
   https://softsys01.sharepoint.com/sites/CRMTestDocs/opportunity

Verify SharePoint Site Connection

1. Navigate to Settings > Advanced Settings.

2. Click System Settings > SharePoint Sites

3. A default site pointing to the connected SharePoint location should appear automatically.

Test the Integration

1. Create a new Opportunity in Dynamics 365.

2. Switch to the Files tab.

3. A default document location will be automatically configured.

4. Click Upload and select a document from your local drive.

Confirm Document Sync in SharePoint

1. Go to the connected SharePoint location.

2. Verify that the appropriate folder has been created under the Opportunity structure.

3. Check that the uploaded document is visible in the corresponding folder.