SharePoint Integration with Dynamics 365

Dynamics 365 includes a native SharePoint integration from Microsoft. It is widely used by businesses because it is relatively easy to set up and has a lot of advantages.

1. SharePoint Integration with D365

Follow the steps to get it done smoothly.

1. Go to Settings then Advance Settings.

2. Open Settings and click on Document Management

3. Click on Enable Server-Based SharePoint Integration

4. Select Online and click on Next.

5. Go to SharePoint Website and login with your email on which you have Dynamics 365 logged in.

6. In this step it will verify the URL. And check the Open Document Managment Settigns Wizard

7. Select the all entites on which you want to enable Sharepoint integration.

Now the SharePoint integration is complete.

Let's test it

1. As I have selected contact. Open the contact form from make.powerapps.com

Select it and publish.

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