web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics Portal Sharep...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Dynamics Portal Sharepoint Can't view documents on portal

(0) ShareShare
ReportReport
Posted on by Parker Stearns 25

I am using sharepoint integration with dynamics portals. I pretty much have everything set up and followed the steps from other online tutorials. Right now I can upload documents to the sharepoint location from the Portal however I am unable to see those documents on the portal.

pastedimage1641488313816v1.png

I set up the entity permissions for the contact record which is the entity I am uploading the documents on. I also assigned it a web role for authenticated users

pastedimage1641488361733v2.png

I also set up the entity permissions for the documents location with a parent scope.

pastedimage1641488425528v3.png

I don't understand why I can not see the documents in the Portal

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Parker,

    If you have followed all steps from documents or other tutorials and set all operations.

    Maybe you can try to clear the cache of the portal to test again.

    Server-side cache in portals - Power Apps | Microsoft Docs

  • Parker Stearns Profile Picture
    Parker Stearns 25 on at

    Hi,

    I've tried clearing the cache multiple times but still the same result.

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,514 on at

    Hello,

    https://docs.microsoft.com/en-us/business-applications-release-notes/October18/service/dynamics365-portal/sharepoint-integration

     https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/256899/allow-crm-portal-users-to-upload-documents-to-sharepoint/825447 

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.

  • Suggested answer
    Varsha deshpande Profile Picture
    Varsha deshpande 140 on at

    Hi Parker,

    Are you able to view/access SharePoint documents in Dynamics 365?

    Please check steps 4 and 5 and hope it helps in finding the actual issue

    docs.microsoft.com/.../manage-sharepoint-documents

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
FSRon Profile Picture

FSRon 75

#2
James White Profile Picture

James White 21

#3
AT-28040446-0 Profile Picture

AT-28040446-0 20

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans