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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / You don't have per...
Customer experience | Sales, Customer Insights,...
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Posted on by AccountAccount 151

The users are able to open sharepoint document locations directly, but when they try to access documents tab, files are not accessible from CRM side:


pastedimage1671579365699v1.png

We have populated also Sharepoint Email Address field, but the problem is still present. The users have all the necessary permisions.

PS. Sharepoint integration is enabled, but the document locations are not created by the out of the box functionality. Custom flow solution is used for creating document locations.

Also if we try to upload some file from CRM side, this error is shown:

The remote server returned a 401 unauthorized error. Please contact your administrator.

I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at

    Hi AccountAccount,

    I think the problem is probably due to the lack of CRM permissions:

    https://www.strategy365.co.uk/fix-errors-when-accessing-sharepoint-files-from-within-dynamics-365/

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,504 Moderator on at

    Hi, 

    Can you try to add the read privileage to this in the security role ? 

    pastedimage1671638379302v1.png

    Hope that's helpful. 

  • Suggested answer
    MuhammadAli Profile Picture
    MuhammadAli 70 on at

    Please see the link below may be this can help.

    www.youtube.com/watch

    [quote user="AccountAccount"]

    The users are able to open sharepoint document locations directly, but when they try to access documents tab, files are not accessible from CRM side:




    We have populated also Sharepoint Email Address field, but the problem is still present. The users have all the necessary permisions.

    PS. Sharepoint integration is enabled, but the document locations are not created by the out of the box functionality. Custom flow solution is used for creating document locations.

    Also if we try to upload some file from CRM side, this error is shown:

    The remote server returned a 401 unauthorized error. Please contact your administrator.

    [/quote]

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