By enabling SharePoint Integration, you can use the document management capabilities of SharePoint from within customer engagement apps. You can store and manage documents in the context of a record on a SharePoint Server, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a SharePoint Server, non-customer engagement apps users can directly access the documents on the SharePoint Server, provided they have the appropriate permissions.
For document management functionality, you enable server-based SharePoint integration (recommended) on a site collection in SharePoint. Server-based SharePoint provides the following benefits.
Users sign-in once and do not have to sign-in to both customer engagement apps and SharePoint.
No additional software is required to install on SharePoint.
SharePoint documents will display in lists.
Users can perform SharePoint actions from the command bar.
