Prerequisites

Before you start using SharePoint Security Sync solution, it is necessary to enable server-based SharePoint integration for your Dynamics 365 CRM environment.

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.

Once this is done, you can easily store Documents/Attachments related to selected Entities in the respective SharePoint site using Attach2Dynamics button.