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Getting issues with D365 integration with Sharepoint

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Posted on by Narendra Sunkara 465

Hi All,

I am using D365 Online and provided provision to upload some documents in to CRM and storing them in Sharepoint

But some users are getting following error when they try to see the documents from CRM. How to fix this and where to check need clear information.

"You don't have permissions to view files in this location. Contact your Microsoft Teams owner or SharePoint administrator for access"

Regards,

Babu

  • Narendra Sunkara Profile Picture
    Narendra Sunkara 465 on at
    RE: Getting issues with D365 integration with Sharepoint

    Hi Soumen,

    Thanks for your reply. Users can access SharePoint site and content directly.

    Recently they had issue logging into CRM as they changed the Tenancy.

    We have offboarded them and onboarded again. That's where problem started.

    We tried by giving user Admin role in CRM but still problem exists, looks like integration has been missed between CRM and SharePoint.

    Regards,

    Babu

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Getting issues with D365 integration with Sharepoint

    Hi,

    Did you check this : community.dynamics.com/.../permission-to-save-file-on-sharepoint-from-crm

  • Suggested answer
    Soumen S Profile Picture
    Soumen S on at
    RE: Getting issues with D365 integration with Sharepoint

    Hi,

    It seems like the users do not have permission to the Sharepoint site, are they able to access the site and its contents directly in SharePoint? If not please check the user permissions in Sharepoint 

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