DNAMIC

You can create, manage, view, upload, and delete SharePoint documents from Dynamics 365 with SharePoint Integration. Microsoft offers a native SharePoint integration in Dynamics 365.SharePoint serves as excellent document management and team collaboration tool as it offers much more storage space than Dynamics 365.Customers can have direct access to selected SharePoint documents.What are the advantages of integrating SharePoint with Dynamics?The advantages of integrating SharePoint with Dynamics are as follows:The SharePoint storage is 10 GB standard, and dynamics CRM storage is 5 GB standard.Within the organization, SharePoint receives collaboration for non-CRM users or can share documents externally.It allows the use of SharePoint document manager features like check out/check-in and version history.It offers the interface to maintain OneNote integration with CRM.Through the document library and documents, you can integrate SharePoint with Microsoft Delve for advanced searching functionality.To your desktop library and outlook, SharePoint can be synchronized.How to integrate SharePoint with dynamics?For SharePoint integration with Dynamics 365 CRM, you need global administrator credentials.Log in to Dynamics 365 for sales by making use of global administrator credentials.In settings, go to Document Management, in which you can enable server-based SharePoint Integration.Then a pop-up window will appear. You can begin setup by clicking Next. In the setup window, you will come across the question that where your SharePoint files are stored. Select Online, and then click Next.After that, you enter your SharePoint URL and then click Next. Log into Office 365 Online, where you will find your SharePoint URL. Click the SharePoint icon and then copy the URL.You will get the notification that your setup is complete. Go through the Open Document Management Settings Wizard and then click Finish.In your Document Management Settings, initially, you will have all the default entities.You can select any other entities that you want to set up the document management for, and even you can come back, add, or remove entities later on.For one more time, enter your SharePoint URL and then click Next.Make sure your URL should be confirmed as valid in the next window. If this is not the case, then go back and re-enter the URL.Click Finish and wait until all the libraries are created, and then click Finish again.In this way, you can create SharePoint integration with Dynamics 365. In case you add any admins to accounts or any other entities that have been checked, then all the documents get stored in SharePoint.