Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
If you want to use SharePoint document management functionality with Dynamics 365 Customer Engagement (on-premises), you must meet the requirements listed here:
To use server-based integration with SharePoint, you can use Microsoft SharePoint Online or Microsoft SharePoint 2013 SP1 on-premises (or a later version).
Important
SharePoint Foundation versions aren’t supported for use with Customer Engagement (on-premises) document management.
- A SharePoint site collection. You also need at least one site collection configured and available for Customer Engagement (on-premises).
- Server-based SharePoint integration must be enabled. More information: Manage your documents using SharePoint
- Users who access SharePoint from Customer Engagement (on-premises) must have appropriate permissions on the SharePoint site collection where the document management components are installed. For more information about how to grant membership on a site collection, see the SharePoint Help.
About server-based SharePoint integration
Earlier versions of Customer Engagement (on-premises) document management use a client-to-server strategy to authenticate and transmit data from Customer Engagement (on-premises) to SharePoint. Server-based (using server-to-server authentication) SharePoint integration provides the following benefits:
User interface that is consistent with the newly-updated Customer Engagement (on-premises) user interface.
Users can create and view folders when using document management within Dynamics 365 for Customer Engagement apps.
To configure and use document management, you do not need to be signed in to both Customer Engagement (on-premises) and SharePoint.