Manage SharePoint documents


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.


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This feature extends document management capabilities of Dynamics 365 applications to portals, providing a consistent experience and allowing customers to leverage their existing investments in SharePoint with Dynamics 365 for document management.

Documents associated with entity records can be managed by portal users as they are stored in a SharePoint document library, thus also enabling businesses to leverage the seamless collaboration capabilities offered natively by SharePoint.

SharePoint Online document libraries configured with entities in Dynamics 365 can be surfaced via portal entity and web forms. This allows portal users to perform the following actions:

Add documents

Add files to a case record

View and download documents

View documents related to a case record

Create folder

Create subfolder within document list to organize files

Delete document

Delete files from a case record

Quick steps

Configuring document list on entity forms

Configure document list subgrid on case entity form

Configuring permissions on document list

Configure document list permissions

A permissions-based model allows controlling these actions on files and folders for specific customer scenarios.

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Manage SharePoint documents