Configure environment integrations

  • 5 minutes

Power Platform environments, such as those that host apps like Dynamics 365 customer engagement apps, often need to connect with SharePoint for document management and Exchange Online for email synchronization. When you configure these integrations at the environment level, your apps can store documents and send email through your organization's existing Microsoft 365 infrastructure.

Configure SharePoint document management

When you integrate SharePoint, users can manage documents (Word, Excel, PowerPoint, OneNote) directly from the apps. SharePoint stores the documents, but users can access them through the app's interface. This integration provides familiar document management without consuming Dataverse file storage.

Set up SharePoint Online integration

  1. Sign in to the Power Platform admin center.
  2. Select your environment, and then select Settings in the command bar.
  3. Expand Integration, and then select Document management settings.
  4. Select the entities (tables) you want to enable for document management.
  5. Provide your SharePoint site URL.
  6. Select Next and complete the validation wizard to confirm connectivity.

The system creates a folder structure in SharePoint that mirrors your Dataverse records. When users open the documents tab on a record, they see files stored in the corresponding SharePoint folder.

Note

To use document management with SharePoint, you need the right license. Users with only Power Apps for Microsoft 365 licenses can't use this feature. They need a Power Apps or customer engagement app license or upgrade.

Choose your SharePoint configuration

Configuration When to use
Customer engagement apps + SharePoint Online Most common. Both services in the same Microsoft 365 tenant.
Customer engagement apps + SharePoint on-premises Organizations with on-premises SharePoint that require server-based authentication.

For Zava, the SharePoint Online configuration works for most environments. The Zava Pay regulated environments might require dedicated SharePoint sites with extra access controls to meet compliance requirements.

Configure Exchange Online email synchronization

Server-side synchronization connects your Power Platform environment to Exchange Online, enabling email tracking, automatic record creation, and mailbox monitoring.

Create an email server profile

  1. In the Power Platform admin center, select your environment, and then select Settings.
  2. Expand Email, and then select Server profiles.
  3. Select New server profile in the command bar.
  4. Set Email Server Type to Exchange Online.
  5. Enter a descriptive Name for the profile.
  6. For Authentication Type, choose:
    • Server-to-Server Authentication (Same Tenant): Use when Exchange and Dynamics 365 are in the same tenant.
    • OAuth (Cross Tenant): Use when Exchange is in a different tenant.
  7. Optionally enable Set as default profile for new mailboxes.
  8. Select Save.

Tip

If your Exchange Online subscription is in the same tenant, Power Platform automatically creates a default profile named "Microsoft Exchange Online". Verify it exists under Email > Server profiles before creating a new one.

Configure mailbox synchronization

After creating the server profile, configure individual mailbox records:

  1. In environment settings, expand Email and select Mailboxes.
  2. Select the mailboxes you want to configure.
  3. Set the Server Profile to your Exchange Online profile.
  4. Set Incoming Email, Outgoing Email, and Appointments, Contacts, and Tasks to Server-Side Synchronization.
  5. Select Save.
  6. Select Approve Email and then select Test & Enable Mailboxes to validate connectivity.

Set synchronization as the default method

To ensure all new users automatically use server-side synchronization:

  1. In environment settings, expand Email and select Email settings.
  2. Under Synchronization methods, set all processing options to Server-Side Synchronization.
  3. Set the Server Profile to your Exchange Online profile.
  4. Select Save.

Integration considerations for governed environments

When configuring integrations in Managed Environments, consider these factors:

  • Data policies: Ensure your data policies allow the connectors needed for SharePoint and Exchange integration.
  • Environment groups: Configure integration settings per environment, not at the group level. You configure them after the environment is created and managed.
  • Red zone environments: For highly regulated environments like Zava Pay, limit integrations to approved services only. Apply conditional access policies to restrict which users and devices can access connected resources.

Verify integration health

After configuring integrations, verify they're working correctly:

  • SharePoint: Open a record in a customer engagement app that has document management enabled. Select the Documents tab and confirm you can upload and retrieve files from the connected SharePoint site.
  • Exchange Online: In environment settings, go to Email > Mailboxes. Make sure that test mailboxes show a status of Success for incoming and outgoing email.

If either integration shows errors, review the server profile configuration and ensure your DLP policies allow the relevant connectors. Common issues include mismatched authentication settings, missing permissions, and DLP policies that block the SharePoint or Exchange connectors.