Manage your documents using SharePoint

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Note

The information provided here is for versions of Dynamics 365 prior to Dynamics 365 (online), version 9.0. For the latest documentation, see Manage your documents using SharePoint.

With Microsoft Dynamics 365, you can set up folders to save and manage your documents, specify permissions for managing tasks, and ensure that the SharePoint site URLs are correct.

In This Section

SharePoint Document Management software requirements for Microsoft Dynamics 365

Important considerations for server-based SharePoint integration

Set up SharePoint integration with Microsoft Dynamics 365

Permissions required for document management tasks

Validate and fix SharePoint site URLs

Connect to OneDrive for Business

See Also

Set up Dynamics 365 (online) to use SharePoint Online
Administering Dynamics 365

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