You need a quick and easy way to store and access files related to opportunities, accounts, quotes, contacts, and more. This includes contracts, quotes, offers, images, etc.  then you should be looking for is Dynamics 365 integration with SharePoint.

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1 – clock on setting and then Advanced Settings. If you can’t find this, make sure you are logged in as a user with administrator privileges.

2 – Open Settings and choose System – Document Management

3 – Choose the option Configure Server-Based SharePoint Integration

4 – On the wizard that will open, indicate if your SharePoint is Online or On-Premises. The SharePoint integration can connect to both. It can even connect to multiple SharePoint sites, but they all have to be either online or On-Premises.

5 – Assuming you chose Online on the previous step, now you one need to enter the URL of the SharePoint site you want to use.

You can simply copy the URL from when you are on the SharePoint site main page and the wizard will validate it when you click Next.

6 – Assuming the validation succeeds, the final step to enable your Server-Based SharePoint Integration is clicking the Finish button.

You can now go back to your Document Management screen and select which entities should be enabled for SharePoint folders.

Click on Document Management Settings.

In the pop-up window, you check the entities under which you anticipate storing documents and click Next.

You can then define the folder structure. Here are your options:

• Not check the Based on entity checkbox – Folders will not be automatically created
• Check the Based on entity checkbox and choose Account – the structure will have account as the primary folder, and sub-folders based on the actual account names will be created under it
• Check the Based on entity checkbox and choose Contact – the structure will start with the contact primary folder, and sub-folders based on the actual contact names will be created under it

Make your selection and click Next. We might have to wait a little at this point as the document libraries will be created. Once you’ve done that, you can click Finish.

The integration is now live! On the Dynamics 365 side you will now see a document option under the entities you enabled. On the screenshot below you can see the document that we created for an Account. Notice that its storage is on SharePoint.

How to use it for document management

• Edit this using the Opportunity record. Let’s say you have a prospective customer named Wonderful World who is working on a grand opening order. They go through your sales cycle and develop documents such as NDAs, specifications, offers, quotes and images. You need a place to store this data securely and easily access, edit, and share it within your organization.

• Notice the File tab circled in blue. When you click on this little guy, two beautiful things happen to him in the background.
  • A new folder is created in SharePoint. This folder is where we store all the files related to the deal.
  • Your Opportunity folder will be nested in your new Wonderful World account folder.
• A new, empty Opportunity folder looks like this: Here you can choose to create a new document, upload a file from your device, or change the SharePoint location. Easily upload 3 documents (image, PDF, Word document) from your laptop.

Click on Upload, and you’ll see an Upload Document dialog box.

Choose the files from your PC (or OneDrive even).

Now you have access to SharePoint. You should see three files inside the Opportunity folder. You will also see a nested Opportunity folder within your Wonderful World account folder. piece of cake. Another nice thing is that SharePoint users can access these files. No need to own a Dynamics 365 license. This means that other members of your organization can contribute to these documents as needed.

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