SharePoint Online & Dynamics 365 a match made in heaven

In this blog I’ll show you how to link Microsoft Dynamics with SharePoint online so that you can store and access files easily from both applications. I’ll even provide 3 benefits of doing it.

Why link the two?

1. Share/collaborate on documents uploaded to Dynamics 365 – Any documents added to Dynamics will be stored in SharePoint. This means that non dynamics users can review, edit and add documents. These changes will be reflected back in dynamics.
2. Its cheaper to store documents in SharePoint
3. Save money on licences – Non dynamics users (with the correct SharePoint permissions) can access any documents from SharePoint as part of the Microsoft 365 Licence. No need for a full (more expensive) Dynamics licence.

Once you’ve set it up the integration looks like this

Here’s how to set it up

• Create a site in SPO, make it public so that you don’t have to keep adding users, users need access to SPO and D365

• Within D365 Enable Server based SharePoint integration – You’ll need your SharePoint site URL you just created. Both links (SPO and D365 should be under the same tenant)
• Go to Settings > Document Management

PS you can also get here via the PowerPlatform admin centre

• Follow the wizard instructions to enable SharePoint integration, including adding the url to the SharePoint site you just created) until you get to the screenshot below

• Hit finish
• Then go to Document management settings

• And choose the entities you want document management to be enabled on

• Select the entities, add your sharepoint link and hit next (you can go back and add other entities if you need to at a later date). Default entities are enabled but you can add others now, or later
• Add the SharePoint URL
• Click next

• Hit finish

Uploading documents

1. Go to files area of and enabled entity
2. Go to the documents area and upload a document
3. It appears within D365

But also in a corresponding folder within SharePoint where none D365 licence holders can view/edit the document (if they have the appropriate SharePoint licence)

Sources

https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online

Original Post https://deliveringcrm.net/2022/02/16/sharepoint-online-dynamics-365-a-match-made-in-heaven/