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Service | Customer Service, Contact Center, Fie...
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D365 for Customer Service online latest + on-prem SharePoint 2013 integration

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Hi Everyone!!

How to integrate D365 for Customer Service online latest AND on-prem SharePoint 2013? 

Is there any out of the box way to integrate these systems? 

If YES, then some step by step blogs or web site will be helpful!

Thanks!!

I have the same question (0)
  • LeoAlt Profile Picture
    16,331 Moderator on at
    RE: D365 for Customer Service online latest + on-prem SharePoint 2013 integration

    Hi Partner,

    Since you Customer Service Online is based on Power Platform now,  you could configure server-based authentication with share point op.

    You need have the global admin role of you M365 and use power shell to do this.

    For more steps, please refer to this link.

    https://docs.microsoft.com/en-us/power-platform/admin/configure-server-based-authentication-sharepoint-on-premises

    Regards,

    Leo

  • Suggested answer
    CRMJetty Profile Picture
    3,512 on at
    RE: D365 for Customer Service online latest + on-prem SharePoint 2013 integration

    Hello,

    Pls read this article,

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/integration-dev/get-started-sharepoint-integration

    https://www.crmsoftwareblog.com/2020/02/how-to-setup-a-dynamics-365-integration-with-sharepoint/

    You can also read this blog,

    https://www.crmjetty.com/blog/how-to-use-sharepoint-add-on-with-dynamics-customer-portal/

    I hope it helps,

    Thanks.

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

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