{"id":13425,"date":"2018-11-19T18:22:14","date_gmt":"2018-11-19T12:52:14","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=13425"},"modified":"2022-07-01T12:48:04","modified_gmt":"2022-07-01T07:18:04","slug":"sharepoint-integration-with-microsoft-portal","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2018\/11\/sharepoint-integration-with-microsoft-portal\/","title":{"rendered":"SharePoint Integration with Microsoft Portal"},"content":{"rendered":"<h2 style=\"text-align: justify;\">\u00a0<strong>Introduction:<\/strong><\/h2>\n<p style=\"text-align: justify;\">Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint&#8217;s integration with MS Portal. With the commencement of this feature, it would be of much more convenience to categorize and store documents for respective records from the portal in different scenarios such as when the portal user is a Sales Rep and when logs in to the portal can create, edit or view its list of clients and also attach required documents concerning different clients.<\/p>\n<p style=\"text-align: justify;\">The documents can be Invoices or details of authentication etc.<\/p>\n<h2 style=\"text-align: justify;\"><strong>Pre Requisites:<\/strong><\/h2>\n<ul style=\"text-align: justify;\">\n<li>The CRM user needs to be an Office 365 Global Administrator to be able to access the Office 365 Admin center and thus enable the SharePoint integration with MS Portal.<\/li>\n<li>There integration between Dynamics CRM and SharePoint should already exists.<\/li>\n<\/ul>\n<h2 style=\"text-align: justify;\"><strong>Below is the step by step explanation of how to achieve the integration.<\/strong><\/h2>\n<p style=\"text-align: justify;\"><strong>1<\/strong>. In the Dynamics 365 Admin Center, navigate to your Portal Admin Center<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"aligncenter wp-image-13448 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/MS-Portal.png\" alt=\"SharePoint Integration with Microsoft Portal\" width=\"829\" height=\"593\" \/><\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"aligncenter wp-image-13426 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/1SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"824\" height=\"738\" \/><\/p>\n<blockquote><p><strong>Please Note:<\/strong> To access the Office 365 Admin Center the CRM user needs to be an Office 365 Global Administrator.<\/p><\/blockquote>\n<p><strong>2<\/strong>. Now inside your Portal Admin Center you will find the section <strong>\u201cSet up SharePoint integration\u201d<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13427 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/2SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"825\" height=\"344\" \/><\/p>\n<p><strong>3<\/strong>. As mentioned in the above screenshot click on the button \u201cEnable SharePoint integration\u201d and follow the below steps to successfully enable the SharePoint Integration.<\/p>\n<ul>\n<li>Click on the Enable button in the screenshot below<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13428 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/4SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"821\" height=\"384\" \/><\/p>\n<ul>\n<li>It will take some time to process<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13429 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/5SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"822\" height=\"406\" \/><\/p>\n<ul>\n<li>It will then request you to sign in to your Microsoft account again. Use your CRM credentials to sign in.<\/li>\n<li>After which it will request you to accept the permissions. Hit the accept button to grant the required permissions.<\/li>\n<\/ul>\n<p style=\"padding-left: 90px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-13430\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/6SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"466\" height=\"611\" \/><\/p>\n<ul>\n<li>And finally its done and you shall get the message as shown below<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13431 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/7SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"822\" height=\"349\" \/><\/p>\n<p><strong>4<\/strong>. Now once the integration is done you will need to add the document location subgrid in the CRM form which eventually gets displayed in portal.<\/p>\n<p style=\"padding-left: 90px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-13432\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/8SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"443\" height=\"649\" \/><\/p>\n<blockquote>\n<p style=\"text-align: justify;\"><strong>Please Note:<\/strong>\u00a0 To view and add the Document Locations sub grid on the respective entity form, there should be an existing configuration between your CRM and SharePoint and also Document management should be enabled for that respective entity (i.e. contact in our scenario).<\/p>\n<\/blockquote>\n<p><strong>5<\/strong>. Now as per our scenario we have logged in to the portal as a Sales Representative who have multiple clients.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13433 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/9SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"826\" height=\"251\" \/><\/p>\n<p><strong>6<\/strong>. Now when we open the record to edit there you shall see the document locations as below.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13434 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/10SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"817\" height=\"533\" \/><\/p>\n<blockquote><p><strong>Please Note<\/strong>: To view the document location in portal as shown in the above screenshot.<\/p><\/blockquote>\n<p>a. The entity form needs to be in Edit mode.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13435 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/11SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"823\" height=\"251\" \/><\/p>\n<p>If it\u2019s not in Edit mode below is how it gets displayed<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-13436\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/12SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"803\" height=\"482\" \/><\/p>\n<p>b. You need a child Entity permission pointing to the entity Document Location as well.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-13437\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/13SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"819\" height=\"515\" \/><\/p>\n<p style=\"text-align: justify;\">Now regarding the Parent entity permission, it can be any normal entity permission pointing to the entity for which you wish to upload the document. In our case, as we mentioned that the documents will be attached against respective clients i.e. contact so we created a Global entity permission for the Contacts entity as below.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"aligncenter wp-image-13438 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/14SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"818\" height=\"394\" \/><\/p>\n<p>Without the entity permission, the below error message gets displayed.<\/p>\n<p><strong>7<\/strong>. Now to shed some light on the functionality, using the button <strong>\u201cAdd Files\u201d<\/strong> one can add the documents in SharePoint.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13440 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/16SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"824\" height=\"234\" \/><\/p>\n<p>On click of the \u201cAdd Files\u201d button you are shown a pop up window from where one can chose the file to upload.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-13441\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/17SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"823\" height=\"568\" \/><\/p>\n<p>Once you choose the file and upload, a folder gets created in SharePoint\u2019s Contact folder following the convention as <strong>\u201cContact Full Name_GUID\u201d.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13442 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/18SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"818\" height=\"637\" \/><\/p>\n<p>And the attached document gets displayed in that folder in SharePoint as below.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13443 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/19SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"816\" height=\"179\" \/><strong>8<\/strong>. And using the button <strong>\u201cNew Folder\u201d<\/strong> we can create a folder which eventually gets created inside the parent folder <strong>\u201cContact Full Name_GUID\u201d<\/strong> in SharePoint as below.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13444 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/20SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"821\" height=\"414\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13445 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/21SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"817\" height=\"258\" \/><\/p>\n<p>And from portal you can go inside the folder and then upload a document which gets uploaded inside the respective folder.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13449 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/portal.png\" alt=\"portal\" width=\"817\" height=\"307\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13446 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/22SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"815\" height=\"148\" \/><\/p>\n<blockquote><p><strong>Please Note:<\/strong> Whenever a document is uploaded against a new record, a document location regarding that entity\u2019s record (in our case the entity is Contact) gets created in CRM whose owner is <strong>\u201cSYSTEM\u201d<\/strong> in CRM.<\/p><\/blockquote>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13447 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/23SharePoint-Integration-with-MS-Portal.png\" alt=\"SharePoint Integration with MS Portal\" width=\"816\" height=\"285\" \/><\/p>\n<h2><strong>Conclusion:<\/strong><\/h2>\n<p style=\"text-align: justify;\">Thus managing and uploading of documents to SharePoint from portal has become quite convenient thus reducing lot of time and effort and also helping in saving a lot of the Dynamics CRM storage.<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">Cut short 90% of your manual work and repetitive data entry!<\/div><\/div><\/h2>\n<p style=\"text-align: left;\"><em>Get 1 Click apps and say goodbye to all repetitive data entry in CRM &#8211;<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3oH7dYw\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Clone<\/a> <\/strong>\u2013 Clone\/Copy Dynamics 365 CRM records in 1 Click<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3EPjAYc\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Export<\/a><\/strong> \u2013 Export Dynamics 365 CRM Report\/CRM Views\/Word\/Excel template in 1 Click<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3EN8h2v\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Undo<\/a><\/strong> \u2013 Undo &amp; Restore Dynamics 365 CRM data in 1 Click<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint&#8217;s integration with MS Portal. With the commencement of this feature, it would\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2018\/11\/sharepoint-integration-with-microsoft-portal\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":13451,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19,31,37,2053,53],"tags":[1162,1166,1615,1617],"class_list":["post-13425","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","category-integrations-dynamics-crm","category-microsoft-portals","category-power-apps-portals","category-sharepoint","tag-microsoft-portal","tag-microsoft-portal-dynamics-crm","tag-sharepoint-integration","tag-sharepoint-microsoft-portal"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/13425","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=13425"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/13425\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/13451"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=13425"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=13425"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=13425"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}