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How to give SharePoint access to my users/team

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Dear Community,

My organization's Dynamics and SharePoint are integrated. I have a system customizer and higher role and I can access to SP from Dynamics without problems. However, my team who has Dynamics license can access SP from Dynamics, it shows the below in their Dynamics:

Does someone know how a SP admin grant the permission to my users, so they can use SP function in Dynamics?

Thanks!

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ANInnoSolutions 287 on at

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Hi Dynamics try-to-be-advanced user,

not knowing your security setup in Dynamics 365 (CRM), basically the rights inside security roles are responsible for granting access to parts of the application or O365, etc... for users. In your case and to grant access to the Sharepoint from Dynamics 365 side, the right "SharePoint Site" need to be setup in the security role which is given to these users. Do the users not have the security role within the right "SharePoint Site" assigned they will not be able to access Sharepoint from Dynamics 365.

Therefore, in the security role navigate to the tab "Core Records" and to the right "Sharepoint Site" and setup the needed authorization and the deepness of the authorization. The following image shows an example:

As there are more rights related to this topic, just give a short response if this solution is working for your inquiry.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

References:

Microsoft Licensing Guide

Microsoft Doc`s/Learn

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Dynamics try-to-be-... 160 on at

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Hi Alexander,

Thank you for reading my post. However, this was one of the ways I tried, but it didn't work. I created a new security role and only set the SharePoint permission as below:

Then I assign the security role to the users, their Dynamics_Files still shows below:

did I make the SharePoint permission setting wrong?

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ANInnoSolutions 287 on at

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Hi Dynamics try-to-be-advanced user,

to get access to Sharepoint specific-locations, the right "(Sharepoint) Document Location" need to be setup in the security role the same way as explained. Therefore, in the security role navigate to the tab "Core Records" and to the right "Document Location" and setup the needed authorization and the deepness of the authorization. The following image shows an example:

As there are more rights related to this topic, just give a short response if this solution is working for your inquiry.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

References:

Microsoft Licensing Guide

Microsoft Doc`s/Learn

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Dynamics try-to-be-... 160 on at

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Dear Alexander,

Unfortunately, I have tried it before, and my users still can't access SP in Dynamics after I did give the Document Location permission as below:

Is it possible because of the problem of the business unit? or the issues from the SharePoint site itself?

PS: My account (has a higher permission such as system customizer) can access our SP without problems. There must be a way for my team to access as well. Very much appreciated it if you can solve my issue.

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ANInnoSolutions 287 on at

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Hi Dynamics try-to-be-advanced user,

basically, the mentioned rights (Sharepoint Site, (Sharepoint) Document Location) in a security role should be enough to give the access to Sharepoint and Sharepoint Sites/Locations in Dynamics 365. It`s important that these rights are setup both and correctly and assigned to the defined users.

The screenshot in your last post looks quite good (working right), now there is just no data inside. Can you confirm that this screenshot is from your account or from an expected user?

Out of Dynamics 365 the users need to have access to the setup Sharepoint site/location which is related to Dynamics 365. Basically, the O365 rights (here: Sharepoint rights) will override the D365 rights (if the user has no permissions to Sharepoint in general he will not be able to access Sharepoint in D365, even with the correct D365 rights). Therefore you can check:

- User Licenses

- Sharepoint Permissions per User/Team

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

References:

Microsoft Licensing Guide

Microsoft Doc`s/Learn

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Dynamics try-to-be-... 160 on at

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Hi Alexander,

The screenshot is my Dynamics. The expected user still can't access SP in D365 but the user can access SP directly, I have also assigned the security role with SP access permission in D 365 to the user. Unfortunately, the user's SP in D365 is still like this:

The expected user's permission in our SP is as a site member. What are the possible issues I didn't spot?

Thanks a lot for your attention! I hope you can help me solve the problem. I was wondering if it is the problem of the business unit? My unit is A, the expected user is B. But we use the same SP and D365.

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Timothy Bohte 44 on at

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The security of the SharePoint site and Dynamics are not synced. Therefore the SharePoint site administrator needs to grant access to the users via the Share button on the SharePoint site. You need to grant both read and access rights to the individual users. You could use the standard Contributor role in SharePoint. You can also grant a whole team at once. This can save some admin work.

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ANInnoSolutions 287 on at

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Hi Dynamics try-to-be-advanced user,

business unit security contains inter alia that users from a business unit are not able to see records/transactions from another business unit they are not assigned to. An user in business unit B won`t see records/transactions in business unit A and so on. This includes (sharepoint) documents/files, too.

Whatever, if the Sharepoint connection is setup globally for the Dynamics 365 environment all users have access to work with it (if the permissions are granted). So the user must be able to use the document management features (in regards to the granted permissions) anyway.

Now, there can be a lot of reasons why the users are not able to access it, even in their assigned business unit. Therefore, I recommend to check the whole setup of the Sharepoint integration using the Microsoft Doc`s as it has to be correct:

...for Customer Engagement Apps: https://docs.microsoft.com/en-us/power-platform/admin/manage-documents-using-sharepoint

If the issue exists even afterwards, just get in touch with the Microsoft support or some expert.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

References:

Microsoft Licensing Guide

Microsoft Doc`s/Learn

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Dynamics try-to-be-... 160 on at

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Dear Alex,

It seems it is possible to resolve it if I add the same email id of the User in the field called “Sharepointemailaddress”. Please see below:

However, the field doesn't allow me to enter data, do you know how to do so?

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ANInnoSolutions 287 on at

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Hi Dynamics try-to-be-advanced user,

please refer to the answers above and/or to the Microsoft Documentation as mentioned and follow all the steps in the correct way:
https://docs.microsoft.com/en-us/power-platform/admin/manage-documents-using-sharepoint

For specific product versions make sure to use the correct Microsoft Doc`s.

For further assistance and tailored information, please provide me more information:
- Dynamics 365 Sales Software License?
- Dynamics 365 Sales Server Version?
- Dynamics 365 Sales Client Version?
- Customizations?

Otherwise contact Microsoft support or some expert/partner.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

References:

Microsoft Licensing Guide

Microsoft Doc`s/Learn

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