Sharepoint integration

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Posted on 13 Jul 2020 14:06:36 by Fkr1987

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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

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Fkr1987 207 on 14 Jul 2020 at 07:50:19

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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?
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blackfincloud 566 on 13 Jul 2020 at 19:14:42

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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 ...
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Jorge Landazabal F. on 13 Jul 2020 at 18:34:02

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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