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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

SharePoint documents available via the Portal for licensed users only?

(0) ShareShare
ReportReport
Posted on by

Hi all,

I am wondering if the SharePoint integration via the Portal that is listed for release this month (see: https://docs.microsoft.com/en-us/business-applications-release-notes/October18/service/dynamics365-portal/sharepoint-integration)

is available to licensed users only, or will it be available to ALL portal users?  (eg a Contact).

Thanks,

Dana

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    Portals are for the end users i.e. Contact so this has to be for Contacts. It doesn't make sense to have this functionality for CRM users. Though there is not a detailed document available on how to configure it yet but belives this would be similar to the Adx Studio SharePoint integration which requires a user having access to SharePoint site which would then be responsibility for the access of the document. The access then can be secured/ visible based on the configuration.

    Hope this helps

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans