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.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	System Administrtor, Sales Manager, Sales Professional Manager, or Vice President of Sales More information: Predefined security roles for Sales

Configure the integration

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

Sales Premium and Sales Enterprise

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.

Sales Professional

Prerequisites

You must have one of the following licenses:

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

Integrate with SharePoint

1. In the site map, select Sales Settings, and then under Standard settings, select Connect SharePoint.

2. On the Connect SharePoint to Dynamics 365 Sales page, enter your organization’s SharePoint address, and select Connect SharePoint.

   The following configuration happens in the background:

   1. A SharePoint subsite is created with the SharePoint default root URL. This URL is used to configure SharePoint. For example, a subsite /Dynamics 365/orgname is created under tenant.sharepoint.com.

   2. The SharePoint site is validated.

      By default, SharePoint is enabled for the following entities:

      • Account

      • Contact

      • Lead

      • Opportunity

      • Quote

      • Invoice

      • Product

      • Appointment

      • Task

      • Phone Call

      The folder structure is created based on the Account entity. This means that the folders are created under the folder for the related account. For example, the following folder structure is created for a document for the opportunity record “100 Bikes” that has a related account, Margie’s travel:

      :.../account/Margie's Travel/opportunity/100 Bikes<entityGUID>.

      You’ll see a confirmation message when SharePoint is successfully configured.

3. If any error occurs during configuration, a message is shown. Errors can occur if there are issues with permissions or issues while validating a site or creating a folder.

4. Select Retry.

   All the back-end configuration steps are performed again in the background.

   Important

   If issues persist, follow the instructions in Set up Dynamics 365 apps to use SharePoint Online.

Related information

Collaborate using SharePoint