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

  • 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.

For further queries, reach out to us at crm@inogic.com

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