Integrate with SharePoint

Store documents related to Dynamics 365 Sales records in SharePoint. Quickly access, share, and manage these documents from the Sales app by integrating with SharePoint Online.

Configure the integration

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:

Prerequisites

You must have one of the following licenses:

  • SharePoint Online subscription
  • Microsoft 365 subscription (includes SharePoint Online)

Steps to integrate

  1. Follow the instructions in Manage your documents using SharePoint to configure the integration.