Dynamics 365 Configure Server Based SharePoint Integration Error – 403 Forbidden

Encountered this error while setting up the Microsoft Dynamics 365/CRM SharePoint Document Management – when trying to Enable Server-Based SharePoint Integration: Validation Status: Failed. Default Site Invalid. Dynamics 365 Configure Server Based SharePoint Integration Error – The remote server returned an error: 403 Forbidden.

<errorlog><sites>
  <site>
    <url>https://demo210111.sharepoint.com/sites/CRMTS01</url>
    <exception>The remote server returned an error: (403) Forbidden.</exception>
  </site>
</sites></errorlog>

This is due to the CRM User setting up the SharePoint integration needing the proper SharePoint Site permission in-addition to CRM security roles. Need to add the CRM User to the SharePoint Site with Edit Permission to resolve this error.

Re-ran and it is OK and no more error. Yay!

Link to Permissions required for document management tasks

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Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley