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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Sales forum / Enable Server-Based Sh...
Sales forum

Enable Server-Based SharePoint Integration

(2) ShareShare
ReportReport
Posted on by bcherisme

I'm looking to enable enable Server-Based SharePoint Integration in my environment so we can store attachments under notes in SharePoint instead directly in Dynamics 365. This way, we can save some storage space. 

Do I need to purchase SharePoint licenses to complete this?

Will D365 users be able to access these files without having a SharePoint license.. or will they be redirected to a SharePoint site when trying to open?

Do we get free SharePoint licenses with a Dynamics 365 subscription? 

Than you

Categories:
Other
Application
  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie on at
    RE: Enable Server-Based SharePoint Integration

    Hi,

    could you share the below information?

    1. ) are you using online or on prem

    2.) if online, which plan ?

    I am assuming you are using online verision. You can see what is included with the plan.

    [View:https://www.nigelfrank.com/blog/microsoft-dynamics-365-licensing-and-pricing/#h5sjfmnxippzxh327bkydww6c5w94:750:50]

    [View:https://www.preact.co.uk/blog/microsoft-dynamics-365-whats-included:750:50]

    Do I need to purchase SharePoint licenses to complete this?

    - it depends on your licence plan

    https://community.dynamics.com/crm/b/dynamicscrmtipoftheday/archive/2018/01/07/tip-1051-sharepoint-license-included-in-dynamics-365

    Will D365 users be able to access these files without having a SharePoint license.. or will they be redirected to a SharePoint site when trying to open?

    - No

    Do we get free SharePoint licenses with a Dynamics 365 subscription?

    - it depends on your licence plan

    https://community.dynamics.com/crm/b/dynamicscrmtipoftheday/archive/2018/01/07/tip-1051-sharepoint-license-included-in-dynamics-365

  • bcherisme Profile Picture
    bcherisme on at
    RE: Enable Server-Based SharePoint Integration

    D365 for sales online

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie on at
    RE: Enable Server-Based SharePoint Integration

    Hi,

    check your licence plan, most of the licence include the Sharepoint Licence.

  • Suggested answer
    Inogic Profile Picture
    Inogic on at
    Enable Server-Based SharePoint Integration
    Hi Bcherisme,

    I understand you're trying to enable Server-Based SharePoint Integration in your Dynamics 365 environment to store attachments in SharePoint and save storage space.

    To address your concern, I would recommend using Attach2Dynamics by Inogic, which integrates Dynamics 365 with cloud storage providers like SharePoint. With Attach2Dynamics, users can manage documents directly within Dynamics 365 CRM without needing separate SharePoint licenses. It allows seamless file management—uploading, downloading, and accessing files—directly from the CRM interface, eliminating the need for users to navigate to the SharePoint site.
     
    This way, you can optimize storage and improve user experience while staying within Dynamics 365.

    Additionally, Attach2Dynamics,
    • Enables seamless migration of email body content, including messages, images, and GIFs, from Dynamics 365 CRM to cloud storage like SharePoint.
    • Users can directly attach files or documents from email without switching between different entities.
    • The solution supports bulk attachment migration from CRM to configured cloud storage, providing detailed tracking and status updates for migrated email body content, activity notes, and sales literature attachments.
    • Users can easily share documents externally by copying and pasting the generated links.
    • Allows you to control user access to various features, such as Upload, Download, Email, Copy Link, Rename, and more, across all three cloud storage platforms—SharePoint, Dropbox, and Azure Blob Storage. This ensures that you can manage permissions efficiently and provide access based on user roles within Dynamics 365 CRM.
    • Moreover, Attach2Dynamics facilitates the smooth migration of notes, attachments, and files from Outlook to cloud storage, ensuring efficient data management within the Dynamics 365 CRM environment.
    If you're seeking both storage optimization and security synchronization between Dynamics 365 CRM and SharePoint, Inogic's SharePoint Security Sync is the ideal solution. An extended version of Attach2Dynamics, it not only manages document storage but also syncs security privileges from CRM to SharePoint, ensuring secure access to confidential documents and providing a seamless, efficient document management experience.

    Take advantage of the full functionality of Attach2Dynamics by installing the app from Inogic or Microsoft AppSource, completely free for a 15-day trial.

    This allows you to evaluate its features firsthand, or you can schedule a demo to explore how it can streamline your document management. For more details, feel free to reach out at crm@inogic.com
     
    Thanks,
    Sam

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Sales

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans