Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
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 ?

(0) ShareShare
ReportReport
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 ?

  • Alex519 Profile Picture
    Alex519 44 on at
    RE: Is it possible to configure the location of portal documents on a on-premise server ?

    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 ?

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,512 on at
    RE: Is it possible to configure the location of portal documents on a on-premise server ?

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

    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
    Community Member Profile Picture
    Community Member on at
    RE: Is it possible to configure the location of portal documents on a on-premise server ?

    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.

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

News and Announcements

Now Available: 2025 Release Wave 2

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#2
Ramesh Kumar Profile Picture

Ramesh Kumar 42

#3
David Shaw_UK Profile Picture

David Shaw_UK 27

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans