Integration between Dynamics and SharePoint onprem, same servers but different sharepoint site and dynamics organization

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Posted on by andigwandi

I have Dynamics and SharePoint installed on-prem and Integration is setup between them.

Dynamics/Org1 <=> SharePoint/site1

This is working perfectly fine, documents are getting synced etc.

I have created a new org and new site and trying to enable document sync between them. Dynamics Document sync wizard is asking me to install List components for SharePoint.

2117.sp_5F00_error.png

Dynamics/Org2 <=> SharePoint/Site2

Questions:

Is this possible? as a handshake is already there.
If I am missing any step, how to make it possible?

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Kokulan 18,054 on at

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Hi

Since you are using Dynamics 365, I would recommend you enable Server Side Integration and If you do that you should not get the above error.

For document management functionality, you either enable server-based SharePoint integration (recommended) or install the Microsoft Dynamics CRM List Component, a SharePoint solution, on a site collection in SharePoint. Server-based SharePoint integration is recommended instead of the Microsoft Dynamics CRM List Component for the following reasons.

Users sign-in once and do not have to sign-in to both Dynamics 365 for Customer Engagement apps and SharePoint.

No additional software is required to install on SharePoint.

SharePoint documents will display in Dynamics 365 for Customer Engagement apps lists.

Users can perform SharePoint actions from the Dynamics 365 for Customer Engagement apps command bar.

[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-sharepoint-integration:750:50]

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