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