Integrating Dynamics 365 with SharePoint allows for centralized document management. Here’s how to do it:
- Head to Dynamics 365 and click the gear icon to open settings.
- Navigate to "More Settings" and select "Advanced Settings" to access deeper configuration options.
- Click the dropdown arrow next to "Settings" to reveal additional menu options.
- Choose "Document Management Settings" from the list.
- Enable "Server-based SharePoint integration" to connect your systems securely and efficiently.
- Click "Next" to move forward in the setup wizard.
- Select "Online" as your SharePoint site location, then hit "Next" to continue the configuration.
- Enter your SharePoint Online site URL and click "Next" to validate the connection.
- Click "Enable" to finalize your integration and start collaborating.
