Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Answered

Sharepoint integration

Posted on by 205

Hello,

We're thinking about implementing the Sharepoint integration between CE and Sharepoint. The organization don't have access to office, it's outsourced, what do we need from Sharepoint in order to set it up? Can we use a sharepoint site for the Dynamics test enviroment and then later move it to production? How is the security handled, can everyone see the documents in SP even though it's seperated in BU:s in dynamics crm?

Thanks

  • Fkr1987 Profile Picture
    Fkr1987 205 on at
    RE: Sharepoint integration

    We have an external partner who only has access to office, so do they need to create a SP site, in order for me to link it in Dynamics when i do the integration set-up? And another question, if i deploy a site, and use it from Test enviroment, will it also be added to the production instance? Or do i do it seperatly for Production, and to a different site in SP?

  • Verified answer
    Owen Scott Profile Picture
    Owen Scott on at
    RE: Sharepoint integration

    I'll answer the permissions question - this must be simultaneously managed separately in both CE and SharePoint.  That's the traditional way. There are now third-party tools which facilitate this task, as often happens.  Here is one.  And with the relatively new Power Platform it's potentially possible to do this yourself.

    Hope that helps ...

  • Suggested answer
    RE: Sharepoint integration

    Hi Fuka1

    To complete the D365 CE and Sharepoint integration (both online), both must be located on the same tenant.

    I understand that your current subscription does not have Microsoft 365 licenses, I could try to use a trial of the latter.

    Let me know if it was of your help.

    Set up model-driven apps in Dynamics 365 to use SharePoint Online

    https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online

    Regards 

    Jorge L

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,297 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans