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Microsoft Dynamics 365 | Integration, Dataverse...
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Sharepoint integration - sharepoint groups

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Posted on by 5

We have just setup Dynamics 365 (Customer engagement) so that documents are stored in sharepoint (in office 365)

I need to set up the users so that they can access the sharepoint site.

We have setup all the users in on-prem AD groups - thee are synched to Azure Ad groups.

Licensing to Dynamics is controlled via Azure Group based licensing - via membership of these groups.

However - when i search in sharepoint  i cannot see these groups - so cannot grant access this way - I do not want to have to grant access person by person .

Do i need to do something to make the Azure AD groups viewable in sharepoint  - or setup a sharepoint group (if so how) ?

Thanks

G

  • Terrance Morgan Profile Picture
    Terrance Morgan 515 on at
    RE: Sharepoint integration - sharepoint groups

    When you use SharePoint Online with model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, you can:

    Create, upload, view, and delete documents stored in SharePoint from within model-driven apps in Dynamics 365.

    Use the SharePoint document management abilities within model-driven apps in Dynamics 365, such as checking the document in and out and changing document properties.

    Enable non-model-driven apps in Dynamics 365 users, such as customers who want to review a bid, to directly access the SharePoint documents, provided they have the appropriate permissions.

    I think nothing needs to be changed on the Azure AD side.

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: Sharepoint integration - sharepoint groups

    Hi partner,

    I would recommend you also post this thread in the sharepoint community.

    techcommunity.microsoft.com/.../SharePoint

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