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Microsoft Dynamics CRM (Archived)

Integration of Microsoft Portal and Share Point

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Posted on by LPK123 10

Hi All,

I am doing Integration in between Microsoft Portal and Share Point. I want to store Documents of Contact entity in one Share Point site and Documents of Account entity in another Share Point site using Microsoft Dynamics Portal.

For Example, I have two Share Point sites: “SiteA” and “SiteB”. I want to store Documents of Contact entity in SiteA and Documents of Account entity in SiteB.

So Is it possible?

As per my knowledge, Microsoft Portal uses the site set in “Document Management Settings” of Dynamics CRM by default to store documents.

LPK123.png

So is there any configuration setting in Portal which stores the integrated SharePoint site URL?

Thanks in advance.

*This post is locked for comments

  • Verified answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Integration of Microsoft Portal and Share Point

    Hello LPK123,

    pls refer this blog to configuration setting in Portal which stores the integrated SharePoint site URL

    https://www.crmjetty.com/blog/dynamics-crm-sharepoint-integration/

    https://www.crmportalconnector.com/developer-network/documentation/how-tos/general-how-to/how-to-set-up-dynamics-365-online-to-use-share-point-online

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.

  • Verified answer
    Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at
    RE: Integration of Microsoft Portal and Share Point

    Dynamics portals able to use only one SharePoint site at current implementation. It used site marked with "Default Site" attribute.

    As well Dynamics Portals could use before  Sharepoint site from site settings with name "SharePoint/URL" - but need to check if this is still relevant. See this for more details.

  • Verified answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Integration of Microsoft Portal and Share Point

    Hello,

    For the first question, you can store the documents only in one SharePoint site.

    As for the portal integration with SharePoint, please check this link for step by step guidance: docs.microsoft.com/.../manage-sharepoint-documents

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