STEP 1

Go to 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.