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Document Management, SharePoint integration Permissions

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Posted on by Matt1405

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I've just set up SharePoint Integration.

I successfully set up the integration and enabled the relevant entities.

However when I go to test it admin I get the following message "Collaborate and share files easily with SharePoint–ask your admin to enable it for your team."

I'm sure I'm missing something in permissions but can't work out what to change.

I'm testing it as Sys Admin, M365 Global Admin and SharePoint site owner.

Can someone advise me?

Thanks

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Inogic 24,088 on at

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RE: Document Management, SharePoint integration Permissions

Hi Matt,

We request that you check if you have an adequate SharePoint license and also check if you are a SharePoint site member. If you are still facing issues, kindly verify if you have the required privileges for the document location table.

We also request you to try out our solution that uses Dynamics 365 CRM and SharePoint integration that can auto-sync security privileges set in CRM to SharePoint.

SharePoint Security Sync by Inogic is a SharePoint and Dynamics 365 CRM integration solution that lets you sync/replicate the security privileges assigned to users in the CRM to SharePoint and also allows you to upload CRM documents to SharePoint.

There is much more to SharePoint Security Sync features; to try the app first hand, you can get it from our website or Microsoft AppSource, and feel free to mail us at crm@inogic.com for a personalized demo of the app.

Thanks!
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Sumit.icfai196 65 on at

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RE: Document Management, SharePoint integration Permissions

Hi Matt

To resolve the issue - please add necessary license of SharePoint to the user in office365.

If it's a trial instance - I suggest you please add office365 E3 free trail and it will work as charm

The issue is due to necessary licenses not allocated to the users in office365