SharePoint Configuration

Once the CRM is authenticated with necessary credentials, you can configure the “MS Office SharePoint” for document management in the customer portal.


Enable SharePoint: By clicking on the switch, you can enable/disable the SharePoint as per your requirement. If you disable this option, the portal users cannot access the SharePoint Documents.



You need to authenticate the following configurations:


Connection Type: Select the type whether it is Online or On Premise (IFD).


Protocol: Select the protocol that is configured. i.e., https.



SharePoint Site: You will get the list of the SharePoint Sites that are integrated in the Dynamics 365 and configured in the MS Office SharePoint. Select SharePoint site in which you want to manage the Portal Documents.


Environment: You can connect Live or Sandbox SharePoint instance. It will identify with which CRM you are connected.


Authentication Type: Select the type for authentication whether it is Credential or OAuth.


If you have selected the “Credential”, Insert your credentials Username & Password.



Note: If you are using a third party with limited access use OAuth, you must insert the App ID & the Client Secret.


Enter the Username and Password to configure the SharePoint.


Once all the details are selected and inserted, click on the Save button to authenticate the SharePoint. To enable the Documents management & sharing functionality for the Customer Portal, you can manage that from the Portal User Rights. (Portal User Management -> Roles)