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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Is it possible to conf...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Is it possible to configure the location of portal documents on a on-premise server ?

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Posted on by Alex519 44

Hi,

I would like to know if it is possible to store documents uploaded from Portal on a on-premise server ?

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Alex519,

    Upload document in D365 portal by sharepoint integration.

    Sharepoint integration have both option to select whether you want integrate Online or On-premises Sharepoint sites.

    You can refer following thread:

    https://community.dynamics.com/365/f/dynamics-365-general-forum/388516/d365-v9-on-premises-onenote-and-sharepoint-online

    Regards,

    Leah Ju

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

  • Alex519 Profile Picture
    Alex519 44 on at

    Hi Leah,

    Thank you for your answer. 

    I forgot to mention that I am using CRM online.. if it helps

    Do you know if it is also supported for others on-premise server that are not Sharepoint ?

    I read on Microsoft documentation that document management works only with Sharepoint online (docs.microsoft.com/.../manage-sharepoint-documents) but it is not saying if it is related to portals. 

    Regards,

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,512 on at

    Hello,

    Pls refer this article,

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/on-prem-server-based-sharepoint-online#verify-prerequisites

    You can also refer this video,

    https://www.youtube.com/watch?v=qW3QNmcB6zc&feature=youtu.be

    I hope it helps,

    Thanks.

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

  • Alex519 Profile Picture
    Alex519 44 on at

    Hi Maulik,

    If I understand both comments from you and Leah, with CRM Dynamics Online, Portal documents can be stored inside azure storage, CDS, sharepoint online/on premise but not for the others types of on-premise servers ?

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