For the complete documentation index, see llms.txt. This page is also available as Markdown.
Enable SharePoint Integration
If you would like to use Click2Export’s 'Upload to SharePoint' functionality, then it is necessary to enableServer-Based SharePoint Integration. To do this, follow the steps given below:
Navigate to Advanced Settings -> Settings -> Document Management
Go to ‘Enable Sever-Based Sharepoint Integration’.
Click on Next.
Now, select the location of SharePoint site and click on Next.
Now, enter the URL of SharePoint site that you want to use -> Click on Next.
Once the site is validated, click on Finish.
The server-based integration of SharePoint site is now enabled for your Dynamics 365 CRM environment. Now, go back to Settings -> Document Management Settings.
Select the Entities for which Document Management needs to be enabled -> Enter the URL of active SharePoint sites where you want to store documents -> Click on Next.
Click on Next.
Click on Finish.
Now, you can successfully use Click2Export's 'Upload to SharePoint' functionality and store exported reports in SharePoint.
