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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sharepoint -CRM
Customer experience | Sales, Customer Insights,...
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Sharepoint -CRM

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Posted on by Sushma Patole 250

Hi Team, 

How  Can I configure data from two sharepoint sites in CRM

For one account, data is coming from external sharepoint site which is updated by account's contact

For same account, data is updated on internal sharepoint site which is updated employee.

On CRM, how can I show data from both side?

I have the same question (0)
  • Inogic Profile Picture
    Inogic 748 on at
    Hi,
    You're working with a scenario that's becoming more and more common—having both internal and external SharePoint sites contributing to documents under the same CRM account. Dynamics 365 CRM does offer out-of-the-box integration with SharePoint, and here's how you can approach this:
    What Dynamics 365 Natively Supports?
    • Multiple SharePoint Sites: Dynamics 365 allows connecting to more than one SharePoint site, but there's a catch—all the connected sites need to be either SharePoint Online or on-premises, not a mix.
    • Document Locations: You can set a default SharePoint site and configure additional document locations per entity. This means you could technically associate one account with documents coming from two different sites.
    • Configuration: All this is managed under Document Management Settings in Dynamics 365 CRM.
    The Real Challenge: Permissions & Visibility
    While the native integration covers the basics, managing document security, visibility, and folder organization becomes tricky when you're pulling in data from multiple sites—especially if external contacts are involved.
    • You might run into issues where CRM user permissions don’t carry over to SharePoint, potentially exposing sensitive files or limiting access unintentionally.
    • Organizing and distinguishing content between internal and external collaborators can also become complex.
    One Way to Simplify This:
    If you’re looking to automate how security roles in CRM align with SharePoint access or want to better organize document libraries between external and internal contributors. You might want to explore tools like SharePoint Security Sync by Inogic
    SharePoint Security Sync offers capabilities like:
    • Syncing Dynamics 365 security privileges to SharePoint automatically
    • Creating custom folder structures based on record type or user roles to overcome SharePoint library limit of 5000 items.
    • Ensuring users see only what they’re supposed to—without manual intervention
    These kinds of enhancements can help you streamline access control and improve collaboration, especially when working across multiple SharePoint sites.
     
    Thanks,
    Sam
  • Verified answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,375 Most Valuable Professional on at
    Hi!
    You can configure Dynamics 365 CRM to work with two SharePoint sites (internal + external) per account, but native integration supports only one default site collection per environment. So, to show data from both SharePoint sites for the same account, you'll need a hybrid approach.

    Overview
    🔹 1. Use the Default SharePoint Integration (for one site)
    • Connect the internal SharePoint site (used by employees) via Document Management Settings.
    • This will show files under the usual Documents tab in CRM for the account.
    🔹 2. Surface External SharePoint Data via IFRAME or Custom Tab
    For the external SharePoint site (updated by the account’s contact):
    Option A: IFRAME in Account Form
    • Add an IFRAME pointing to a document library or folder in the external SharePoint.
    • Use dynamic URL with Account ID or Name in query.
    • Make sure permissions and anonymous/guest access is handled if external users are involved.
    Option B: Custom PCF Control or Web Resource
    • Build a custom PCF control or a HTML web resource that uses SharePoint REST API to pull data.
    • This allows displaying files from both SharePoint sites in a custom tab or section.
    References
     
  • Verified answer
    ananeto Profile Picture
    ananeto 38 on at

    This might come too late for Sushma, but for anyone with the same question, and assuming your CRM is, Dynamics, you basically need to: 

    1. Enable Integration: As described in my article Setting up the SharePoint integration in Dynamics 365
    2. Add Document Locations: For the account, go to Related > Documents. Add two locations via Settings > Document Management > SharePoint Document Locations, linking each to the respective site and setting the "Regarding" field to the same account.
    3. View Documents: In the account’s Documents tab, use the Document Location dropdown to switch between internal and external files. Permissions are not transferred, so beware of that (some info on this in the article above)
    If you need this but for SharePoint lists, look into Power Automate. 

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