Set up SharePoint integration

This article discusses the document management capabilities of SharePoint from within a Microsoft Dataverse model-driven or customer engagement app. Apps include Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation.

With SharePoint you can store and manage documents in the context of a record on a SharePoint Server, and implement the SharePoint infrastructure to share, manage, and collaborate efficiently. Because SharePoint stores documents on a SharePoint Server, users who aren't running the app can directly access documents on the SharePoint Server. This is provided that users have the appropriate permissions.

For document management functionality, you enable server-based SharePoint integration on a site collection in SharePoint. Server-based SharePoint provides the following benefits.

  • Users sign in once, and therefore don't have to sign in to both customer engagement apps and SharePoint.

  • No other software is required to install on SharePoint.

  • SharePoint documents will display in lists.

  • Users can do SharePoint actions from the command bar.

See also

Manage your documents
Permissions required for document management tasks
Validate and fix SharePoint site URLs
Enable SharePoint document management for specific entities