Integrate with SharePoint

Store the documents related to Dynamics 365 Sales entity records in SharePoint. Quickly access, share, and manage these documents from the Sales app by integrating with SharePoint Online.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles System Administrtor, Sales Manager, Sales Professional Manager, or Vice President of Sales
More information: Predefined security roles for Sales

Configure the integration

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:


To be able to configure SharePoint, you must have:

  • Microsoft 365 subscription

  • SharePoint Online subscription

Steps to integrate

  1. Follow the instructions in Manage your documents using SharePoint to configure the integration.