Edit

Edit existing SharePoint site records

  • Article

Store documents related to your records in SharePoint folders and manage the folders and documents from within customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation). Integrating SharePoint document management with customer engagement apps makes it easy to access and share documents associated with your records.

Tip

If you're using CRM 2013 SP1 or later, you can take advantage of server-based SharePoint integration between customer engagement apps and SharePoint Online. Server-based SharePoint integration provides an immersive document management experience consistent with the look and feel of customer engagement apps.

You can use server-based SharePoint integration for on-premises and hybrid SharePoint deployments. For information about setting up server-based SharePoint integration using a wizard, see Set up SharePoint integration

If you have already set up SharePoint document management, and want to edit your site records, use the following procedure.

Edit site records

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. In the Power Platform admin center, select an environment.

  3. Select Settings > Integration > Document management settings.

  4. Select SharePoint Sites.

  5. Select the site record you want to modify, and then select Edit.

  6. Modify any of the following settings:

    • Name. Add or change the name for the site..

    • Owner. By default, the person who created the site is listed as the owner of the site record.

    • Description. Add or change the description for the site. For example, specify what documents the site contains.

    • URL Type. Specify whether you want to add an absolute (full) or relative URL for the site.

      • Absolute URL. To point this site record to a site collection or site in SharePoint, specify the fully qualified URL of the site collection or site. You can use this record as a parent site to create other site records with relative URLs for sites inside the site collection or sites on the same SharePoint site.

      • Relative URL. Use this option when you have at least one site record pointing to a site collection in SharePoint. In the Parent Site box, select an existing site record. If the site record that you selected as a parent site points to a site collection on SharePoint, specify the name of an existing site in the second box. If the site record that you selected as a parent site points to a site on SharePoint, specify the name of an existing subordinate site on SharePoint.

  7. Select Save.

  8. Select Save and Close.

Note

To activate or deactivate a site record, on the SharePoint Sites page, select the site record, and then in the Records group, select Activate or Deactivate.

See also

Set up SharePoint integration