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How to integrate SharePoint with CRM and MS Dynamics 365

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Written by Administrator
March 21, 2017

This article outlines how to integrate SharePoint with CRM. It is valid for CRM 2013 and higher. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically.

Step 1: Please open the Document Management Settings. To do so, navigate to Settings > Document Management and click on Document Mangement Settings.


Figure 1: Open the Document Management Settings

Step 2: Select the entities you want to create SharePoint folders for and enter a SharePoint site. This site will be used as the default site for document management.


Figure 2: Select SharePoint

Step 3: Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the [Next]-button to proceed.


Figure 3: Document Management settings

​Step 4: The next window provides you with the document library creation status and details. Click on the [Finish]-button in order to finish the set up.


Figure 4: Document library creation status

That’s it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com. ​

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