SharePoint Integration with Dynamics 365 | Power App

[@powerdynamixx]

Follow this link for step-by-step process- powerdynamixx.blogspot.com/2023/03/sharepoint-integration-with-dynamics-365.html

[@Miraclesmaster]

So many flights taking off! Helpful demo..Thanks!

[@powerdynamixx]

Glad it was helpful!

[@madhavadhatrao3528]

Hi Sir thank you so much for such video , but i am not able to see Document tab in account Related . how i should upload document with Account.

[@powerdynamixx]

To upload a document with an Account in SharePoint integration with Dynamics 365, follow these steps: Verify SharePoint integration settings in Dynamics 365. Check if the Document tab is enabled for the Account entity in entity customization. Ensure your user account has the necessary security roles and privileges. Confirm proper permissions in the SharePoint document library associated with the Account entity. Clear browser cache and refresh the page. If the issue persists, contact your system administrator or IT support for further assistance.

[@madhavadhatrao3528]

@@powerdynamixx Thanks Sir, Actually my document tab was not enabled .i did ,its working fine

[@thomaskogler]

Communication Site or Team Site as template? Pro/Cons?

[@powerdynamixx]

You can choose either site. I've selected a communication site for this demo. Team Site: Ideal for team collaboration, project management, and document sharing within team members. Integrates with tools like Microsoft Teams for enhanced teamwork and file management. Communication Site: Intended for broadcasting information to a broader audience, focusing on sharing news, announcements, and reports

[@prabhusharma3676]

Sir i have done this inegration through er but the problem is in 1 legal entity it is taking data of all the legal entity

[@powerdynamixx]

Kindly reach out on [e-mail] Sorry for the delayed response.

[@Pauline-df4qj]

Didn’t explain the account info

[@powerdynamixx]

Kindly reach out on [e-mail] Sorry for the delayed response.