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:
Prerequisites
To be able to configure SharePoint, you must have:
Microsoft 365 subscription
SharePoint Online subscription
Steps to integrate
- Follow the instructions in Manage your documents using SharePoint to configure the integration.
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