web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Sharepoint integration
Service | Customer Service, Contact Center, Fie...
Answered

Sharepoint integration

(2) ShareShare
ReportReport
Posted on by Fkr1987 209

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

I have the same question (0)
  • Inogic Profile Picture
    Inogic 639 on at
    Sharepoint integration
    Hi,
     
    When integrating Dynamics 365 CE with SharePoint for document management, it’s important to plan for both environment configuration and long-term security. While native integration enables seamless document storage, it lacks advanced security controls and scalability features that organizations often require.
    1. SharePoint Access Requirements
    Even if Office 365 is outsourced, you must have:
    • Admin access to a SharePoint Online site collection.
    • Rights to configure integration via Document Management Settings in Dynamics 365 CE.
    2. Test vs. Production Environments
    Yes, you can configure SharePoint integration in a test environment first.
    • However, SharePoint integration is environment-specific—each instance of Dynamics (test and production) needs to be individually configured with SharePoint.
    • You cannot directly migrate document locations or site configurations from test to production. Instead, replicate the setup manually or script it via PowerShell or API.
    • Ensure that the SharePoint structure and permissions in production reflect your final deployment plan.
    3. Security Handling in Native Integration
    Native integration does not reflect Dynamics 365 Business Units or role-based access control in SharePoint.
    • Any user with access to the SharePoint library can see all documents, regardless of their CRM privileges.
    • Manual permission configuration in SharePoint is possible, but not scalable or dynamic.
    4. Folder Structure and SharePoint List Threshold
    By default, SharePoint uses a flat folder structure, which can hit the 5,000-item list view threshold, leading to performance issues.
    • A workaround is to enable a custom folder structure based on entity metadata (e.g., Account > Opportunity > Documents).
    • Tools like SharePoint Security Sync by Inogic support automatic folder creation based on CRM context, helping you avoid list view threshold errors and improve document organization.
    5. Security Alignment with Dynamics (Alternative Option)
    If SharePoint document access must align with Dynamics record-level security, consider using SharePoint Security Sync.
    • It automatically syncs CRM security roles to SharePoint document libraries.
    • Supports access control at the Business Unit, team, and record level.
    • Also includes features like:
    1. Automatic folder structure creation
    2. Audit logs for document actions
    3. Support for large volumes without exceeding SharePoint list view limits
    This ensures secure, scalable, and compliant document management capabilities that are not available in the native integration.
     
    Thanks,
    Sam
  • Fkr1987 Profile Picture
    Fkr1987 209 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
    blackfincloud Profile Picture
    blackfincloud 566 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
    Jorge Landazabal F. Profile Picture
    Jorge Landazabal F. on at
    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

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 100 Super User 2025 Season 2

#2
Suresh Kulla Profile Picture

Suresh Kulla 72 Super User 2025 Season 2

#3
DAnny3211 Profile Picture

DAnny3211 54

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans