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 / Microsoft Dynamics CRM (Archived) / Enable Server-Based Sh...
Microsoft Dynamics CRM (Archived)

Enable Server-Based SharePoint Integration

(0) ShareShare
ReportReport
Posted on by Mohd Tahir 676

I tried enabling it but whenever I enter the SharePoint site URL which is in the same office 365 tenant and hit next, I get this error:

Unexpected Error

An error has occurred. 

I don't know if I am going wrong anywhere. Any suggestions on this would be highly appreciated.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Sean K Profile Picture
    Sean K 1,537 on at

    Hi Mohd,

    I had an issue previously setting up Server-based SharePoint Integration with Dynamics CRM as a CRM/SharePoint admin, I ended up setting it up successfully using a Global Admin account.

    Regards,

    Sean

  • Varadarajan_84 Profile Picture
    Varadarajan_84 on at

    Hello Tahir,

    Go to Settings > Document Management > SharePoint Document locations.

    Look for the record that is regarding the record in issue.

    Open the record.

    Note the folder name (1) – this is to take the documents backup and delete/ rename in SharePoint.

    Deactivate the record.

    Open the CRM entity record in issue > Documents. The “Unexpected Error” would not be there any more. Depending on your settings, you would either get a prompt to confirm document location, or you would see the option to “Add Location” as below.

    document-associated-grid

    Click Add Location. Update details if required. Note the folder Name (2).

    Click Save.

    add-location

    Go to the SharePoint site (https://<company>.sharepoint.com/sites/<organization>).

    Click on “Site Contents” and go to folder (1).

    Download the documents, then rename this record.

    Now go to folder (2). Drag drop all downloaded documents from previous step here. Give it a few seconds. Refresh Dynamics CRM and check for the documents in CRM

    Few reasons for this issue could be having special characters in the folder location names/very long folder names.

    Note: You need “System Administrator” role both in Dynamics CRM and SharePoint to perform all the steps above.

    I hope this helps,

    Thanks.

  • Mohd Tahir Profile Picture
    Mohd Tahir 676 on at

    This is it. We have to be a global admin to enable this feature. And it worked for me.

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 March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans