# Dynamics 365 Integration with SharePoint Step by Step
Owner: Savage Babajide
Author: Savage Babajide
Category: Dynamics 365
Created time: August 12, 2024 6:40 AM
Publish: Yes
**STEP 1**
Go to [www.make.powerapps.com](http://www.make.powerapps.com/), click on tables
**STEP 2**
Select the table you want to integrate with SharePoint Library and click on Edit button, and also click on the Advanced option, tick the SharePoint document management, this will make the table available for integration with SharePoint. Click on Save button
**STEP 3**
Go to your Dynamics 365 CRM or your Custom-built Model-driven Application, at the top right corner, click on the settings icon, then select Advanced Settings.
**STEP 4**
When **Settings** open-up, click on the small arrow down and choose **Document Management**
**STEP 5**
Choose the option **Configure Server-Based SharePoint Integration**
**STEP 6**
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.
**STEP 7**
If you chose **Online** in the previous step, now you need to enter the URL of the SharePoint site you want to use.
You can simply copy the URL of the SharePoint site's main page, and the wizard will validate it when you click **Next**.
**STEP 8**
When the validation succeeds, the final step to enable your Server-Based SharePoint Integration is clicking the **Finish** button.
You can now go back to your Document Management screen and select which entities you want to enable for SharePoint folders.
**STEP 9**
Click on **Document Management Settings**.
**STEP 10**
In the pop-up window, you check the entities under which you anticipate storing documents and click **Next**.
**STEP 11**
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.
**STEP 12**
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**.
**STEP 13**
We can now make use of this Integration in our custom-built Model app or in our Dynamics 365 Application. Go to the Solution click on Tables and click on Forms, select the Main Form. Select **Components**, select **1-column section**, select **Subgrid**, click on **Show related records**, click on **Document (Regarding)**, and click on **Done**. Then click **Save and Publish**.
STEP 14
This is how it looks in the application, you can click on Upload to upload files from your computer into a SharePoint folder, or you can click on New, and choose from the options available, this takes you to Word, Excel, PowerPoint or OneNote depending on what you selected, then you can create a fresh document from scratch and attach in the application to go to the SharePoint folder.
**STEP 15**
On the Dynamics 365 side you will now see a document option under the entities you enabled. In the screenshot below, you can see the document that we created for an Account. Notice that its storage is on SharePoint.
# **The integration is now live!**