Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics 365 Customer ...
Service | Customer Service, Contact Center, Fie...
Suggested answer

Dynamics 365 Customer Service OnPremise Integration with Sharepoint Online

(0) ShareShare
ReportReport
Posted on by Raghu Bhupathiraju 40

Hi there,

We have a plan to Integrate the Dynamics 365 Customer Service (On-Premise) with SharePoint Online.

At the moment, there is already integration of Dynamics 365 Customer Service (On-Premise) with SharePoint (On-Premise)

While it is evident that Server-Based SharePoint Integration is the recommended approach, enabling the this approach has the pre-requisites of enabling the IFD which in-turn needs Claims-based authentication.

My Question here is that we do not need IFD for the external access as all our users are internal users based on the Windows Active-Directory authentication. Whereas the Dynamics 365 Customer Engagement and the Active Directory users are deployed on the same domain.

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

My Questions:

As we do not need the external access, do we still need to enable the claims-based authentication over the Active Directory authentication?

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/configure-ifd-for-dynamics-365

Can we go ahead with the IFD enabling without enabling the Claims-based authentication?

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/configure-an-internet-facing-deployment

Regards,

Raghu Bhupathiraju.

  • Suggested answer
    Raghu Bhupathiraju Profile Picture
    Raghu Bhupathiraju 40 on at
    RE: Dynamics 365 Customer Service OnPremise Integration with Sharepoint Online

    Hi there,

    I tried following steps but could not get through:

    docs.microsoft.com/.../on-prem-server-based-sharepoint-online

    debajmecrm.com/.../

    Step-1:

    I installed the Microsoft Online Services Sign-in Assistant Setup:

    “Completed the Microsoft Online Services Sign-in Assistant Setup”

    Step-2:

    Tried the Installed Windows Management Framework 5.1

    Windows Update Standalone Installer

    The update is not applicable to your computer

    I am still facing following error in the Powershell:

    C:\Windows\system32> Install-Module MsOnline

    Install-Module : The term ‘Install-Module’ is not recognized

    operable program. Check the spelling of the name, or if a pat

    again.

    At line:1 char:1

    + Install-Module MsOnline

    + ~~~~~~~~~~~~~~

    + CategoryInfo : ObjectNotFound: (Install-Module

    + FullyQualifiedErrorId : CommandNotFoundException

    Please advise on to go about it.

    Regards,

    Raghu Bhupathiraju.

  • Jorge Landazabal F. Profile Picture
    Jorge Landazabal F. on at
    RE: Dynamics 365 Customer Service OnPremise Integration with Sharepoint Online

    Hi Raghu

    My name is Jorge Landazabal, As you can see in the following article, one of the requirements to complete this action is that your Dynamics 365 On-Premise implementation already has IFD enabled. In this case, even if all your users enter from the same local network, they must complete the IFD configuration

    Configure server-based authentication with Customer Engagement (on-premises) and SharePoint Online: Verify prerequisites

    docs.microsoft.com/.../on-prem-server-based-sharepoint-online

    Regards

    Jorge Landazabal

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

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans