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How to Enable Server Based SharePoint Integration in Dynamics 365

Updated on:

Month

4, 2026

By:

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To enable Server-Based SharePoint Integration in Dynamics 365, follow these steps:

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Open Dynamics 365 and navigate to settings by clicking the gear icon.
Go to 'More Settings' and click 'Advanced Settings'.
Click on the drop down arrow beside 'Settings'.
Select 'Document Management Settings'.
Select 'Enable server-based SharePoint integration'.
Click 'Next' in the wizard
Select 'Online' as the location for your SharePoint sites and click 'Next'.
Input the URL of your SharePoint Online site and click 'Next'.
If validation is successful, click 'Enable'.

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