Configure Server Based Integration With SharePoint

To enable server-based SharePoint integration with Microsoft Dynamics 365 (online) and SharePoint Online, follow these steps:

  1. Go to Settings > Document Management.
  2. Click Enable server-based SharePoint integration.
  3. The Enable server-based SharePoint integration page appears. Click Next.
  4. Under Select where your SharePoint sites are located make sure Online is selected, and then click Next.
  5. Enter the URL for the SharePoint site. The URL should appear similar to Click Next.
  6. When you see the confirmation message that server-side integration with SharePoint is complete, click the Open Document Management Settings Wizard check box and click Finish .

When you use the document management feature in Microsoft Dynamics 365 by using server-based SharePoint integration, the following information is transmitted between Microsoft Dynamics 365 (online) and SharePoint:

  • Entity name for the entity that is used to create folders in SharePoint, such as Account, Article, or Lead. To configure the entities that are integrated, go to Settings > Document Management > Document Management Settings.


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