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Set up SharePoint integration with Customer Engagement (on-premises)

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With Dynamics 365 Customer Engagement (on-premises), you can use the document management capabilities of SharePoint from within Customer Engagement (on-premises). You can store and manage documents in the context of a Dynamics 365 for Customer Engagement record on a SharePoint Server, and use the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a SharePoint Server, non-Customer Engagement (on-premises) users can directly access the documents on the SharePoint Server, provided they have the appropriate permissions.

For document management functionality, you enable server-based SharePoint integration on a site collection in SharePoint. Server-based SharePoint provides the following benefits.

  • Users sign in once and do not have to sign-in to both Customer Engagement (on-premises) and SharePoint.

  • No extra software is required to install on SharePoint.

  • SharePoint documents will display in Customer Engagement (on-premises) lists.

  • Users can perform SharePoint actions from the Customer Engagement (on-premises) command bar.

See also

Set up Dynamics 365 on-premises and SharePoint Online
Configure server-based authentication with Customer Engagement (on-premises) and SharePoint on-premises