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Here’s a complete step-by-step guide to set up Dynamics 365 (Dataverse) integration with SharePoint Online, including configuration, permissions, and validation — perfect for both production and sandbox environments.

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Overview

Integrating Dynamics 365 with SharePoint allows you to:

• Store documents in SharePoint while managing them from Dynamics 365.
• Leverage SharePoint’s document management features (versioning, check-in/out, sharing).
• Reduce storage costs in Dataverse (since SharePoint handles file storage).

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Prerequisites

Before starting, ensure the following:

1. Dynamics 365 Online and SharePoint Online are in the same Microsoft 365 tenant.
2. You have System Administrator role in Dynamics 365.
3. You have Site Collection Administrator access to the target SharePoint site.
4. The user email IDs in Dynamics and SharePoint are the same (for seamless authentication).
5. Microsoft 365 integration settings are not blocked by tenant policies.

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Step-by-Step Setup

Step 1: Create or Identify a SharePoint Site

1. Go to your SharePoint Admin Center → Active Sites.
2. Either:
   • Create a new site (e.g., https://yourtenant.sharepoint.com/sites/D365Docs), or
   • Use an existing site dedicated to CRM document storage.
3. Ensure the site is accessible to the Dynamics 365 users.

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Step 2: Enable Server-Based SharePoint Integration in Dynamics 365

1. In Dynamics 365, go to:
2. Settings → Document Management → Document Management Settings

(If you’re using the modern UI: Advanced Settings → Settings → Document Management)

Select the entities you want to enable document management for (e.g., Account, Contact, Opportunity, Case).

Enter your SharePoint site URL, e.g.:

https://yourtenant.sharepoint.com/sites/D365Docs

Select Folder Structure

3. Click Enable Server-Based SharePoint Integration.
4. Choose:
   • Online → for SharePoint Online integration.
5. Click Next, then Enable.

This automatically configures the server-to-server (S2S) authentication between Dynamics 365 and SharePoint.

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This creates document locations in SharePoint for each entity automatically when records are created.

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Step 3: Validate the Integration

1. Open any enabled entity record (e.g., an Account).
2. Go to the Documents tab (or Related → Documents).
3. Click Documents.
4. Dynamics will automatically create a folder in SharePoint:
5. /sites/D365Docs/Account/<Account Name>/
6. You can now upload, open, or manage documents directly from Dynamics 365.

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Step 4: Adjust Permissions (Optional but Recommended)

By default, Dynamics 365 doesn’t enforce SharePoint permissions automatically.
If your organization requires secure access (to avoid data leakage):

Option A – Manually Configure Permissions

• Create SharePoint groups (e.g., CRM Users, CRM Managers).
• Assign access per folder or document library.

Option B – Use a Security Synchronization Tool

Use a third-party tool or custom solution like:

• Microsoft Power Automate Flow to mirror D365 security.
• Attach2Dynamics or CB Dynamics 365 to SharePoint Permissions Replicator to auto-sync permissions.

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Step 5: Enable Document Management for Custom Entities (Optional)

1. Go to:
2. Settings → Document Management → Document Management Settings
3. Select your custom entity and enable document management.
4. You can customize the folder structure using the Document Management Folder Structure options.

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Step 6: Verify in SharePoint

Go to the SharePoint site:

• Navigate to the Document Library → You’ll see folders created for entities.
• Verify document structure and permissions.
• Confirm that uploading from Dynamics appears in SharePoint instantly.

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(Optional) Customize Folder Structure

You can customize the folder naming convention:

1. Navigate to:
2. Settings → Document Management → Document Management Settings → Folder Structure
3. You can define naming rules like:
   • Account → /{AccountName}
   • Opportunity → /{AccountName}/{OpportunityName}

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Step 7: Integrate Deeper (Optional Enhancements)

Once basic integration is complete, you can extend functionality:

Enhancement	Description
Attach2Dynamics / SharePoint Integration PCF	Adds advanced document features (preview, upload, metadata tagging).
Power Automate Integration	Automate SharePoint workflows on file upload or approval.
Power Pages Integration	Allow external users to upload/view documents securely.
Dataverse + SharePoint REST API	Build custom file experiences in model-driven apps.

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Troubleshooting Tips

Issue	Cause	Resolution
“URL is invalid” error	Wrong SharePoint site URL	Use root site or correct path format (https://tenant.sharepoint.com/sites/…)
“Insufficient permissions”	User not added to SharePoint site	Add the user to the site with at least Edit permission
“Documents not loading”	Browser mixed content or blocked cookies	Enable third-party cookies for Dynamics domain
“Document location not created”	Entity not enabled for document management	Enable via Document Management Settings

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Summary

Step	Description
1	Create/choose SharePoint site
2	Enable server-based integration
3	Configure document management settings
4	Test and validate integration
5	Adjust permissions
6	Enable custom entities (optional)
7	Verify in SharePoint
8	Extend with Power Automate or PCF (optional)