How to Integrate Sharepoint to your Dynamics 365 CRM

SharePoints is an easy way for your to collect and distribute documents to your team. By integrating it to your CRM, it optimizes how your business can keep documents neatly organized and allows them to be easily shared.

[@rachelryerson8412]

Thank you for the video, it was very helpful. Quick question, when I integrated I did not realize some of the folders were already marked. I only wanted account, contact and one other entity, but now when I go into sharepoint and click on the libraries, I get all of those other ones I really did not want. Can I get rid of those somehow?

[@Gestisoft]

It should not create entities that are not selected in the configuration. If you did select undesired entities, you would need to remove them in your configuration. Here is the moment the issue happened : kzbin.info/www/bejne/aGqWlKKfes-YipIfeature=shared&t=186

[@torontosummer9230]

Thanks for the info! How do you integration D365 documents to specific folder in SharePoint?

[@Gestisoft]

It depends on what you want. This integration will map Dynamics 365 documents to a pre-defined SharePoint Folder. We can customize it for specific cases.

[@boringbryanc]

Is there a way to avoid the long random alpha-numeric at the end of the SharePoint folder name?

[@Gestisoft]

Unfortunately, without customization, it's impossible. It's the GUID that maps back to the right entries in the CRM. It does the same for other activities.

[@themuls529]

Well explained and demonstrated

[@Gestisoft]

Thanks!