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Integrate Dynamics 365 Customer Engagement with SharePoint (Developer Guide for Dynamics 365 Customer Engagement)| MicrosoftDocs |
Learn about the two types of integration that Dynamics 365 Customer Engagement (on-premises) supports with Microsoft SharePoint. |
10/31/2017 |
pehecke |
article |
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fc7f8994-a531-48d1-8495-3f8663f6c3e3 |
52 |
KumarVivek |
kvivek |
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[!INCLUDEpn_ms_sharepoint_server] is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions.
The [!INCLUDEpn_SharePoint_short] integration feature enables you to store and manage documents on [!INCLUDEpn_SharePoint_short] in the context of a [!INCLUDEpn_dynamics_crm] record, and use the [!INCLUDEpn_SharePoint_short] document management abilities in [!INCLUDEpn_dynamics_crm], such as checking the document in and out, viewing version history, and changing document properties.
[!INCLUDEpn_dynamics_crm] supports two types of integration with [!INCLUDEpn_SharePoint_short]: client-to-server and server-to-server (server-based). [!INCLUDEproc_more_information] Enable SharePoint integration
Use the SharePointSite and SharePointDocumentLocation entities to store and manage the [!INCLUDEpn_SharePoint_Server_short] location records in [!INCLUDEpn_crm_shortest], and the UserMapping entity to define custom claim mappings to use a value other than the default value used by [!INCLUDEpn_crm_online_shortest] to authenticate and authorize [!INCLUDEpn_crm_shortest] users in [!INCLUDEpn_SharePoint_short].
Understanding Microsoft Dynamics 365 Customer Engagement (on-premises) and SharePoint Integration
Enable SharePoint Integration
Actions on SharePoint Location Records
Define custom claim mapping for SharePoint server-based integration
Sample: Enable Document Management for Entities
Sample: Create, Retrieve, Update, and Delete a SharePoint Location Record
Sample: Retrieve Absolute URL and Site Collection URL of a Location Record
Manage your documents using SharePoint
SharePoint general development
Overview of document management in SharePoint 2013
Extend Microsoft Dynamics 365 Customer Engagement (on-premises)
Integrate Microsoft Dynamics 365 Customer Engagement (on-premises) with OneNote
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