From Power Apps

To do this, follow the steps given below:

• Navigate to Settings --> Advanced Settings

• System --> Document Management.

• Go to ‘Configure Server-Based SharePoint Integration’.

• Click on Next.

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

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

• Click on Next.

• Click on Next.

• Click on Done.

• 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.

• Add your SharePoint site URL and click on Validate URL.

• Select Based on entity.

• Check ‘Based on entity’ to automatically create document libraries and folders that are based on the Dynamics 365 Account on the SharePoint site. Users will not be prompted to create them. If you don't want folders automatically created, do not select the ‘Based on entity’ check box.

• 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.