Configure server-based authentication with Dynamics 365 Online and SharePoint Online

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Microsoft Office 365 Global administrators can enable document management functionality by using server-based SharePoint integration. Server-based SharePoint integration allows Microsoft Dynamics 365 (online) and Microsoft SharePoint Online to perform a server-to-server connection. Server-based SharePoint integration requires no additional software.

Important

Once you enable server-based SharePoint integration, you won't be able to revert to the previous client-based authentication method. Therefore, you can’t use the Microsoft Dynamics CRM List Component after you have configured your Dynamics 365 organization for server-based SharePoint integration.

Before you implement server-based SharePoint integration, see Important considerations for server-based SharePoint integration.

To enable server-based SharePoint integration with Microsoft Dynamics 365 (online) and SharePoint Online, follow these steps.

1. Go to Settings > Document Management.

2. Click Enable server-based SharePoint integration.

3. The Enable server-based SharePoint integration page appears. Click Next.

4. Under Select where your SharePoint sites are located make sure Online is selected, and then click Next.

5. Enter the URL for the SharePoint site. The URL should appear similar to https://contoso.sharepoint.com. Click Next.

   Tip

   To see your SharePoint site collections, in the Office 365 admin center, choose Admin centers > SharePoint, and then choose site collections.

6. The site is validated. Click Enable > Finish.

   If the site cannot be validated, see Troubleshooting server-based authentication.

After you complete the Enable server-based SharePoint integration wizard, add or remove the entities that will be used for document management with SharePoint.

1. Go to Settings > Document Management.

2. Then go to Document Management Settings. More information: Help & Training: Enable document management on entities

Tip

• For an overview and step-by-step configuration details, check out this video YouTube: Connect CRM Online to SharePoint Online.

• Once you enable server-based SharePoint integration with Microsoft Dynamics 365 (online) and SharePoint Online, you can then enable Microsoft OneNote integration. More information: Dynamics 365 Help & Training: Set up and use OneNote in CRM

Information transmitted between Dynamics 365 (online) and SharePoint when you use server-based SharePoint integration

When you use the document management feature in Microsoft Dynamics 365 by using server-based SharePoint integration, the following information is transmitted between Microsoft Dynamics 365 (online) and SharePoint:

• Entity name for the entity that is used to create folders in SharePoint, such as Account, Article, or Lead. To configure the entities that are integrated, go to Settings > Document Management > Document Management Settings.

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