---
title: "Dynamics 365 and SharePoint Integration"
slug: "dynamics365sharepointintegrationdoc"
updated: 2025-07-30T16:01:00Z
published: 2025-08-26T18:07:57Z
canonical: "docs.onespan.com/dynamics365sharepointintegrationdoc"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.onespan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/dynamics365sharepointintegrationdoc#configure-dynamics-365-for-document-management)
- [Verifying your SharePoint Connection](/v1/docs/dynamics365sharepointintegrationdoc#verify-sharepoint-site-connection)
- [Test the Integration](/v1/docs/dynamics365sharepointintegrationdoc#test-the-integration)
- [Confirm Document Sync with SharePoint](/v1/docs/dynamics365sharepointintegrationdoc#confirm-document-sync-in-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](https://softsys01.sharepoint.com/sites/CRMTestDocs/opportunity)

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/dynamics365sharepointintegration.doc-image-59r815ft.png?sv=2026-02-06&spr=https&st=2026-11-03T10%3A09%3A37Z&se=2026-11-03T11%3A09%3A37Z&sr=c&sp=r&sig=uDHKnPHbQM6A1SSTTaAikVzKSDMX4V2TFrwKeC2%2F4yU%3D)

#### 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.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/dynamics365sharepointintegration.doc-image-n5t2eql5.png?sv=2026-02-06&spr=https&st=2026-11-03T10%3A09%3A37Z&se=2026-11-03T11%3A09%3A37Z&sr=c&sp=r&sig=uDHKnPHbQM6A1SSTTaAikVzKSDMX4V2TFrwKeC2%2F4yU%3D)

#### 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.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/dynamics365sharepointintegration.doc-image-q5d6qn60.png?sv=2026-02-06&spr=https&st=2026-11-03T10%3A09%3A37Z&se=2026-11-03T11%3A09%3A37Z&sr=c&sp=r&sig=uDHKnPHbQM6A1SSTTaAikVzKSDMX4V2TFrwKeC2%2F4yU%3D)

#### 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.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/dynamics365sharepointintegration.doc-image-3pyo7sej.png?sv=2026-02-06&spr=https&st=2026-11-03T10%3A09%3A37Z&se=2026-11-03T11%3A09%3A37Z&sr=c&sp=r&sig=uDHKnPHbQM6A1SSTTaAikVzKSDMX4V2TFrwKeC2%2F4yU%3D)