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Microsoft Dynamics CRM (Archived)

Integration with two SharePoints

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We need to integrate Dynamics 365 online instance with two SharePoints - one online version, open to everyone in the organization and one on-premise version, with more restricted access. For example, some documents associated with Accounts should be saved in the more public space and others in the private space. We don't want to have to divide entities into those integrated with one instance and those integrated with the other, ideally entities should be integrated with both and user would choose where to save the documents. Is that doable?

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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi Carlos,

    Though I haven't tried this yet but believes yes it is possible. You can have more than one SharePoint site. For SharePoint online, this needs to be on a same tenant as crm.

    Here are few references on the same-

    technet.microsoft.com/.../dn531154.aspx

    technet.microsoft.com/.../dn792527.aspx

    Hope this helps.

  • Suggested answer
    JohnAnonymous Profile Picture
    5,241 on at

    I would think that integrating with two SharePoint environments from one CRM is not possible with a server-to-server integration. If your documents can be in SharePoint online, you could use two seperate site collections for the integration. One with lesser restrictions than the others. And you would achieve what you want. This is a setup I have done many times before.

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