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Customer experience | Sales, Customer Insights,...
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Error Setting up Sharepoint Document Integration - The Action Could Not Be Performed

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Hello, I have a client trying to set up Sharepoint integration in their Dynamics 365 CE environment. I worked with them to follow through the steps per Microsoft, and all the steps seem to work ok, but when the folders are trying to create on the site, we get the below error message. I am inclined to think it may be a permission issue on the Sharepoint side, and the client is investigating, but in case it's some other setting, I wanted to post this here in case anyone else has gotten this same error. 

Inkedimage-_2800_1_29005F00_LI.jpg

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  • Suggested answer
    TopOne Mariusz Profile Picture
    10 on at
    RE: Error Setting up Sharepoint Document Integration - The Action Could Not Be Performed

    PLease enable Server Based SharePOint integration and wait 2 minutes :) and try again

  • Suggested answer
    Nya Profile Picture
    29,060 on at
    RE: Error Setting up Sharepoint Document Integration - The Action Could Not Be Performed

    Hi,

    Please check the permissions according to the following documentation.

    Permissions and roles for SharePoint document management tasks - Power Platform | Microsoft Docs

  • Ram Prakash Profile Picture
    2,287 on at
    RE: Error Setting up Sharepoint Document Integration - The Action Could Not Be Performed

    Hi,

    Can you please check the following items

    1. Make Sure the SharePoint Link is working

    2. Make Sure you are having Access to the SharePoint Link

    Please mark as Answer if it is helpful and provide Kudos

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