1. Go to Settings > Advanced Settings.

Note: Ensure you have Admin rights.

Microsoft SharePoint integration with Dynamics 365 - Step-by-Step guide

2. Navigate to Settings > Document Management.

Microsoft SharePoint integration with Dynamics 365 - Step-by-Step guide

3. Pick ‘Enable Server-Based SharePoint Integration’.

Microsoft SharePoint integration with Dynamics 365 - Step-by-Step guide

4. Choose online or on-premises SharePoint.

Note: SharePoint integration may establish connections with multiple SharePoint sites. Even so, these websites are supposed to be online or on-premises.

Microsoft SharePoint integration with Dynamics 365 - Step-by-Step guide

5. Enter the SharePoint site URL.

Note: You can copy the URL of the main page of the site, and the wizard will verify it after you press the knob ‘Next.’

6. If the validation is successful, click on the ‘Finish’ key to render active the Server-Based SharePoint Integration.

Microsoft SharePoint integration with Dynamics 365 - Step-by-Step guide

Note: You can authorize the entities for Document Management Integration this way:

- Revert to the Document Management page.
- Click on the Document Management Settings.
- Select the entities where you intend to store the documents.
- Click on ‘Next’.

7. Define the folder pattern:

Option 1: ‘Based on the unchecked entity’: the folders will not be automatically made.

Option 2: ‘Based on the checked entity’ and ‘selected Account’: the folder structure will be created based on the 'Account' entity, repulsing your Dynamics 365 ‘Account’ notes. The folders for the entities bound to a specific ‘Account’ are nested under the ‘Accounts’ folder.

A Folder Path example: ../account/<account name>/<entity name>/<record name>

Option 3: ‘Based on the checked entity’ and ‘selected Contact’: the folder structure will be created based on the 'Contact' entity, representing your Dynamics 365 ‘Contact’ records. The folders for the entities linked to a particular ‘Account’ are placed under the ‘Accounts’ folder.

A Folder Path example: ../contact/<contact name>/<entity name>/<record name>

Microsoft SharePoint integration with Dynamics 365 - Step-by-Step guide

8. Press the key ‘Next’ and wait until the document libraries are created.

Note: The operation might last for some time.

9. Click on ‘Finish’ as ever the process is finalized.

Microsoft SharePoint integration with Dynamics 365 - Step-by-Step guide