Describe Microsoft SharePoint integration

Completed

Microsoft SharePoint is used by organizations across the world for document management. It provides many features that are beneficial when collaborating on documents such as document check in and out functionality, and versioning. These features provide deeper document management capabilities than the attachment options that are available in Dynamics 365 CRM applications.

With Dataverse, organizations can store documents on Microsoft SharePoint and manage them from within your Dynamics 365 customer engagement apps. This capability allows you to take full advantage of SharePoint document management capabilities since all the documents you create in your app are stored on SharePoint. Not only does this mean that your documents are automatically synced to your desktop and mobile devices, but they're also accessible for collaboration with non-Dynamics 365 users.

Once integration is turned on, Dynamics 365 users can:

• Create new folders for storing files directly in SharePoint

• Create new documents

• Upload existing documents

• Open the SharePoint site directly, which provides you with the ability to:

  • Check documents in and out

  • Use SharePoint's versioning capabilities

To learn more about the SharePoint integration that is available, see: Collaborate using SharePoint