Share point Integration vs One drive Integration in D365 CRM
In Dynamics 365 for Sales, document management can be enhanced by integrating with Microsoft 365 (Office 365) options such as OneDrive for Business and SharePoint. This article will explore the differences between these two options and demonstrate how they can be effectively integrated into Dynamics 365 for Sales.
SharePoint Integration:
SharePoint is a collaborative storage tool across your
organization and allows you to
Manage who has viewing and editing rights. Use as an organization intranet.
Share externally so outside collaborators can more easily
contribute.
Now lets look at the SharePoint integration step by step
Go to advance settings>Document management>Enable server-Based SharePoint Integration
OneDrive Integration:
OneDrive is a private storage location of your work files and allows you to
Store and organize individual documents, such as saving unfinished drafts, and then share with team members.
Sync files to the computer and work offline. It will automatically sync once you join the cloud again.
Invite someone to upload a file without allowing them to see the other documents from the folder or to block someone from downloading documents that you share with them.
A folder created in Dynamics 365 for Sales configuration will store your personal files within it for your OneDrive for Business site.
Note: To enable OneDrive Integration, you should have SharePoint Integration enable first.
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