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:

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• 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.

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