This article outlines how to integrate SharePoint with CRM. It is valid for CRM 2013 and higher. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically.
Step 1: Please open the Document Management Settings. To do so, navigate to Settings > Document Management and click on Document Mangement Settings.
Figure 1: Open the Document Management Settings
Step 2: Select the entities you want to create SharePoint folders for and enter a SharePoint site. This site will be used as the default site for document management.
Figure 2: Select SharePoint
Step 3: Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the [Next]-button to proceed.
Figure 3: Document Management settings
Step 4: The next window provides you with the document library creation status and details. Click on the [Finish]-button in order to finish the set up.
Figure 4: Document library creation status
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