> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/click2export/prerequisites/enable-sharepoint-integration.md).

# Enable SharePoint Integration

If you would like to use Click2Export’s **'Upload to SharePoint'** functionality, then it is **necessary** to **enable** **Server-Based SharePoint Integration**. To do this, follow the steps given below:

* Navigate to **Advanced Settings -> Settings -> Document Management**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9HpD-IAJ0DAIgDl-Y_%2F-M9HqIZOmYxAmEV8EgyW%2F1.png?alt=media\&token=6dd93535-5e05-4301-a030-4334b2d95573)

* Go to **‘Enable Sever-Based Sharepoint Integration’.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9HpD-IAJ0DAIgDl-Y_%2F-M9Hqe-425lmfX3PEH2p%2F1.png?alt=media\&token=506dbaa8-b3b6-4aad-8d38-e08977704a5d)

* Click on **Next.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9HpD-IAJ0DAIgDl-Y_%2F-M9HqunQNFTV7yIKkJQc%2F1.png?alt=media\&token=edeba2bc-2e79-41bd-9907-6b3778eb3aa2)

* Now, select the **location of SharePoint site** and click on **Next**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9HpD-IAJ0DAIgDl-Y_%2F-M9HrCLYjfZN9cj05Kse%2F1.png?alt=media\&token=95a240b7-b928-45f9-b04d-4b4b686fbc8e)

* Now, enter the **URL of SharePoint site** that you want to use -> Click on **Next**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9HpD-IAJ0DAIgDl-Y_%2F-M9HrpQGKjAYEuuB50y8%2F1.png?alt=media\&token=bcf87437-f775-4549-af7f-8be697411e47)

* Once the site is validated, click on **Finish**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9HpD-IAJ0DAIgDl-Y_%2F-M9Hs_Vd8bWcwOgUBpW-%2F1.png?alt=media\&token=b543a2fc-7bd9-4fb3-9649-b0fdab1fd4f4)

* The **server-based integration** of SharePoint site is now enabled for your Dynamics 365 CRM environment. Now, go back to **Settings -> Document Management Settings.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9IwWY7ekmgP5e4e8Vx%2F-M9IxX1_dBtubfJdMxto%2F1%20\(2\).png?alt=media\&token=a5c18a35-dbe0-45da-b226-fd1852244951)

* 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**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9J-Zsn-MYgsTptGL6G%2F-M9J1GtVY8xGoYpij3pr%2F1.png?alt=media\&token=b1624e97-3972-4cb7-bfd4-513731d2e3cf)

* Click on **Next**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9HpD-IAJ0DAIgDl-Y_%2F-M9Hti4CDn6eP2B0b0p9%2F1.png?alt=media\&token=bfd28ceb-ae4e-4324-a4f3-9d54ab2eec2e)

* Click on **Finish**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9HpD-IAJ0DAIgDl-Y_%2F-M9HuBh2pjjXtKPiHTDN%2F1.png?alt=media\&token=21b8047b-2e26-414c-93e9-70e4e6f4ebdb)

Now, you can successfully use Click2Export's **'Upload to SharePoint'** functionality and store exported reports in SharePoint.

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}