Set up Dynamics 365 (online) to use SharePoint Online #crm #document #management


Set up Dynamics 365 (online) to use SharePoint Online

Applies To: Dynamics 365 (online), Dynamics CRM Online

When you use Microsoft SharePoint Online with Microsoft Dynamics 365 (online), you can:

Create, upload, view, and delete documents stored in SharePoint from within Microsoft Dynamics 365.

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

Enable non-Microsoft Dynamics 365 users, such as customers who want to review a bid, to directly access the SharePoint documents, provided they have the appropriate permissions.

This topic is for organizations who wish to deploy for the first time or upgrade to server-based SharePoint integration. After you enable server-based SharePoint integration, you can’t revert to the previous client-based authentication method.

For some organizations, using the Microsoft Dynamics CRM List Component solution might be a better choice. More information: Configure SharePoint integration using the list component .

For Dynamics 365 (online) organizations, Microsoft Dynamics CRM Online Spring ‘14 introduced a new server-based (using server-to-server authentication) SharePoint integration that removes the need to install or continue to use the Microsoft Dynamics CRM List Component solution.

If you are a new organization and have not yet deployed document management, see Configure a new organization.

If your organization is already using document management with Microsoft Dynamics CRM List Component, you can switch to server-based SharePoint integration. More information: Switching from the list component or changing the deployment

The Microsoft Dynamics CRM List Component builds the SharePoint library using the internal name of the document-enabled entity in Dynamics 365. Server-based SharePoint integration uses the entity display name. When you upgrade to server-based SharePoint integration, be sure to check that the display names in your document library on SharePoint match the entity display names in Dynamics 365. More information: “Validation Error” when you try to configure server-based SharePoint integration for Microsoft Dynamics CRM Online and SharePoint Online .

These names should match.

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