How To Setup Integration Between Dynamics 365 And SharePoint

• Go to the admin portal, select your environment
• Click on settings
• Under Integration, click on Document management settings
  
   
• Click on Enable Server-based SharePoint Integration
  
  
   
• Click on next
  
  
   
• Enter your SharePoint link and click on Next
  
  
   
• Once validation is success, click on finish
  
  
   
• Now, go to Document Management settings
  
  
   
• Select which entities you are planning to store the documents and click on Next
  
  
   
• select the based on entity, accordingly and click on Next
  
  
   
• Once it is succeeded, click on FInish
  
  
   
• Integration is successful and live now!
• Open any account record, now you should see an option to upload a file, try uploading a file
  
  
   
• Check the SharePoint now,  if you cant find the path click on the file and click on open location
  
  
  
  

Hope it's helpful..! :-)

If you feel anything is missing or you faced any challenge setting this up, feel free to comment