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Integrate Dynamics 365 Customer Engagement with SharePoint

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SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions.

The SharePoint integration feature enables you to store and manage documents on SharePoint in the context of a Dynamics 365 for Customer Engagement record, and use the SharePoint document management abilities in Dynamics 365 for Customer Engagement, such as checking the document in and out, viewing version history, and changing document properties.

Dynamics 365 for Customer Engagement supports two types of integration with SharePoint: client-to-server and server-to-server (server-based). More information: Enable SharePoint integration

Use the SharePointSite and SharePointDocumentLocation entities to store and manage the SharePoint Server location records in Customer Engagement, and the UserMapping entity to define custom claim mappings to use a value other than the default value used by Customer Engagement to authenticate and authorize Customer Engagement users in SharePoint.

In This Section

Understanding Microsoft Dynamics 365 Customer Engagement (on-premises) and SharePoint Integration
Enable SharePoint Integration
Actions on SharePoint Location Records
Define custom claim mapping for SharePoint server-based integration
Sample: Enable Document Management for Entities
Sample: Create, Retrieve, Update, and Delete a SharePoint Location Record
Sample: Retrieve Absolute URL and Site Collection URL of a Location Record

Reference

Manage your documents using SharePoint
SharePoint general development
Overview of document management in SharePoint 2013

Extend Microsoft Dynamics 365 Customer Engagement (on-premises)
Integrate Microsoft Dynamics 365 Customer Engagement (on-premises) with OneNote