How to Set up a Dynamics 365 integration with SharePoint

How to Set up a Dynamics 365 integration with SharePointIf you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you.

Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits.

First of all, you get a productivity benefit because SharePoint is an excellent document management and team collaboration tool. Moreover, SharePoint offers much more storage space than Dynamics 365. No more worrying about your D365 instance running out of storage, and no more increasing costs because you need to expand your storage limits!
Please note that if you have model-driven apps in D365 and SharePoint Online, you need to make sure the site is on the same Office 365 tenant and your Dynamics 365.
Are you ready to have a go at the step-by-step procedure to integrate D365 with SharePoint? Let's get started!

Video version of this tutorial at

Originally posted in Feb 2020, last updated in May 2022

Dynamics 365 integration with SharePoint step-by-step


1 - Go to Settings (a cogwheel icon on the top right), then Advanced Settings. If you can't find this, please check if you are logged in as a user with Admin rights.

Dynamics 365 Settings - Advanced Setting


2 - Open Settings and choose System - Document Management

Dynamics 365 Settings


3 - Choose the option Configure Server-Based SharePoint Integration

Dynamics 365 Settings - Configure SharePoint Integration


4 - On the wizard that will open, indicate if your SharePoint is Online or On-Premises. The SharePoint integration can connect to both. It can even connect to multiple SharePoint sites, but they all have to be either online or On-Premises.

Configure SharePoint Integration - Define Deployment


5 - Assuming you chose Online on the previous step, now you one need to enter the URL of the SharePoint site you want to use.

Configure SharePoint Integration - Prepare Sites

You can simply copy the URL from when you are on the SharePoint site main page and the wizard will validate it when you click Next.


6 - Assuming the validation succeeds, the final step to enable your Server-Based SharePoint Integration is clicking the Finish button.


Configure SharePoint Integration - Validate Sites


You can now go back to your Document Management screen and select which entities you want to enable for SharePoint folders.

Click on Document Management Settings.

Document Management Settings


In the pop-up window, you check the entities under which you anticipate storing documents and click Next.


Entities for which you store documents in D365


You can then define the folder structure. Here are your options:

  • Not check the Based on entity checkbox - Folders will not be automatically created
  • Check the Based on entity checkbox and choose Account - the structure will have account as the primary folder, and sub-folders based on the actual account names will be created under it
  • Check the Based on entity checkbox and choose Contact - the structure will start with the contact primary folder, and sub-folders based on the actual contact names will be created under it


Document Management Settings


Make your selection and click Next. We might have to wait a little at this point. You will see the Status evolve as the document libraries are created. Once you've done that, you can click Finish.


Dynamics 365 integration successful


The integration is now live!

On the Dynamics 365 side you will now see a document option under the entities you enabled. On the screenshot below you can see the document that we created for an Account. Notice that its storage is on SharePoint.

Dynamics 365 Documents in SharePoint



Still, from the D365 side, you can access it normally. It is as simple as clicking a link.

On the SharePoint side, you can see the Account folder, then a folder for this specific account, and then the documents for it are all stored inside.

Dynamics 365 - link to SharePoint file


Not to forget after you enable the Dynamics 365 integration with SharePoint


At this point, you might think you have finished, but there are still two aspects you need to consider:

1 - Permissions - If you leave things as they are, everyone will be able to see all documents on the SharePoint side. This integration ignores what privileges you have set on the Dynamics side, so it can be dangerous. Fortunately, you can fix it by using a third-party app CB Dynamics 365 to SharePoint Permissions Replicator. This app replicates all Dynamics privileges automatically to SharePoint. As this always running in the background, the permissions are always correct, even if privileges change, if you add or remove team members from groups, etc.

2 - Folder structure - If you don't fancy the structure you got for the folders, which normally is one folder per account or contact, you can also use an add-on to fix it. The add-on will work if you have the permissions third-party app mentioned above. The add-on is called SharePoint Structure Creator and it has another big plus: it enables you to avoid reaching the unique permissions limit set by Microsoft.



You can give a tremendous boost to your business productivity by enabling the Dynamics SharePoint integration. Users will no longer need to go around looking for the files they need. Instead, everything will be linked, and your entire team will have effortless access.

The integration is easy to enable and using adequate third-party tools from Connecting Software you can fix the permissions and structure problems the out-of-the-box integration of Dynamics and SharePoint by Microsoft has.

Get in touch with Connecting Software's experts if you want to see how all this can work together. They will be more than happy to provide you with a free demo or answer any questions you might have. You can also call us at +1 (720)-577-3030.


Ana Neto - Connecting SoftwareBy Ana Neto, Connecting Software.

Connecting Software creates integration and synchronization software. We have been on the market for nearly two decades. We operate globally and we are also a proud “Top Member” and "Top Blogger" at CRMSoftwareBlog.


Useful Links

Dynamics Success Stories on the CRM Software Blog
Learn what Wingerdbloei, a counseling center in Antwerp  (Belgium), did when they discovered their CRM SharePoint Integration had a serious issue - CRM SharePoint Integration and Personal Data Protection

Fix for the permissions issue
CB Dynamics 365 to SharePoint Permissions Replicator

Fix for both the permissions issue and the folder structure issue
Dynamics 365 + SharePoint Document Management Suite

Connecting Software on Dynamics CRM/365
More articles on Microsoft Dynamics 365

Connecting Software

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