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SharePoint document management software requirements

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If you want to use SharePoint document management functionality with Power Apps model-driven apps or customer engagement apps, such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation, you must meet the requirements listed in this article.

Server-based SharePoint integration provides the following benefits:

  • Modern user interface that is consistent with the current user interface.

  • Users can create and view folders when using document management.

  • To configure and use document management, you don't need to be signed in to the app and SharePoint.

Document management requirements

SharePoint. You can use any of the following SharePoint versions:

  • SharePoint in Microsoft 365
  • SharePoint 2016 on-premises
  • SharePoint 2013 SP1 on-premises (or a later version)

SharePoint site collection. You need to have at least one site collection configured and available for your app.

Server-based SharePoint integration must be enabled. More information: Set up SharePoint integration

Important

The document management feature requires that Power Apps or customer engagement apps subscription be under the same tenant as the SharePoint Online subscription.

SharePoint Foundation versions aren’t compatible with Power Apps and customer engagement apps document management.

Users who access SharePoint from an app must have appropriate permissions on the SharePoint site collection where the document management components are installed. For more information about how to grant membership on a site collection, see the SharePoint Help.

Note

SharePoint integration can only be enabled by a user with global administrator permissions. Delegate administrators are not able to enable SharePoint functionality.

See also

SharePoint, OneNote, and OneDrive integration with Microsoft Dataverse