# From Classic UI

To do this, follow the steps given below:

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FXMZjzsKciOXfXibZXFV2%2FPrerequisite%201.png?alt=media&#x26;token=d61e81f0-a351-4db8-a7a9-9677ac2a5d86" alt=""><figcaption></figcaption></figure>

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9NkQqjRIObqqRzJFoc%2F-M9NlrmKEhb2GuO5kW-j%2FPRE_1.png?alt=media\&token=2ed0ecd9-0102-4370-a9d5-631730c3c36a)

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9NkQqjRIObqqRzJFoc%2F-M9NlywtosVdEB92XJ38%2FPRE_2.png?alt=media\&token=7f2775e1-a7d0-403f-8148-41b66ffc568c)

* Click on **Next**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FFm0OXzRFWJrq1qe5qqP8%2FPrerequisite%203.png?alt=media\&token=b1cf5b42-e5d8-4419-a3c4-74456b836588)

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FbTTPLB0xaP06wCwranDn%2FPrerequisite%204.png?alt=media\&token=f3c146f2-7664-4c73-9d2c-42e36ddd8e50)

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FYN9XtB7azrSB3RRCVN2h%2FPrerequisite%205.png?alt=media\&token=7e979d20-d48f-477b-a253-c154302c1f19)

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fr21UrsjFeZAb9Zae2x0t%2FPrerequisite%207.png?alt=media\&token=8a135ea4-d904-44ec-b167-70a14cbaff7e)

* 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-M9NkQqjRIObqqRzJFoc%2F-M9NmhBEfSuPtTtyQUed%2FPRE_10.png?alt=media\&token=76439e6e-dcf3-42c0-88c2-eab0ddae9bde)

* 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-M9NkQqjRIObqqRzJFoc%2F-M9NmllWz32THnCqY8HU%2FPRE_11.png?alt=media\&token=a3e78670-8101-4248-b655-0b6052a734c0)

* 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** button.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F0165KUyZOphDulhEjpEH%2FPrerequisite%2010.png?alt=media\&token=0cb4fa13-81b8-4f1d-a5ce-209879d26ef7)

* Click on **Finish**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M9NkQqjRIObqqRzJFoc%2F-M9Nmybm2t_ewK7RlH_K%2FPRE_14.png?alt=media\&token=89ef749e-ed94-48a6-86b5-a11e348f0f7f)

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

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