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 Capture and share knowledge, publishing content to the entire organization.

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 


Now follow the setup wizard and enter the SharePoint site URL as required

If the site URL is valid, we will get the successful message. 
Now go back D365 system >Advance settings>Document Management> Document Management Settings, where you can select the entities. 

Once you click and select submit, If all went through fine, we will see a success message as below. 


Now lets save the record in Dynamics system which we can see in SharePoint.
 
See the record in SharePoint as below. 

OneDrive Integration:

OneDrive is a private storage location of your work files and allows you to  Create, view, edit files on any device.

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. 

Now lets look at the OneDrive integration step by step

Go to Power platform admin center>Select the required environment>Settings>Click on Document management settings

Enable once drive for business

You can specify the folder names

Now go back to dynamics system, we can seethe OneDrive location to save the files.

Thank you for visiting this blog 🙏

Comments

Post a Comment

Popular posts from this blog

How to update 100000(hundred thousand) records with power automate flow by using chunk expression, Split the list and pass onto child flows.

-
Image
The Dataverse connecter returns up to 5000 rows by default, We can increase this up to 100000. To get more than 5,000 rows, turn on the Pagination and set the threshold up to 100,000 in Settings If you have more than 100,000 rows to process? you can get more than 100,000 rows from Dataverse, use the skip token to send another request until the skip token returns empty When we have thousand of records to update instead of doing list down the records and apply on each, I have approached this slightly different here.  We will build one parent flow and 4 child flows. So that we can divide the whole list into 4 identical list and pass on to child flows. This approach significantly reduces the time to update the total records.  Lets jump in and build a flows! Based on your requirement you can choose the type of flow you want, for example purpose I am using Schedule flow.  Since I am using the current date to filter down the records, I am initialize and format the date. use the ...
Read more

How to keep flows remain on if the flows don't run for 90 days

-
Image
This is a common requirement in power plat form world, flows turn off after 90 days if they don't run. We can address this issue by writing a scheduled flow and run every day.  I will explain how to write this flow.  Start with by selecting a schedule flow. Select Power automate management connecter- List flows as admin(V2) Once you select it will ask you to create a connection then Select your target Environment Next we need to filter the flows which we want to turn it on, Here I am using a unique display name which you have common for all the flows you want to check. In my case I am using "-Production-" to filter down the flows.  Select the value from the list flows Select edit in advance mode and enter the below expression @and(equals(item()?['properties/state'], 'Stopped'),contains(item()?['properties/displayname'],'-Production-')) In the next action, select apply on each , Select the output value from the filter array, Select the same ...
Read more

D365 CRM-Change Entity translations(Sub area) in Modern driven app.

-
Image
  Have you ever tried activating language packs in D365 CRM and tried to change the Entity names in Modern driven app? Normally When we activate the language pack for your preferred language Microsoft default translates all out of box entity names. If you want to change the translations for existing ones or create new for custom entities we need to update the translations.  You can enable the language pack under Administration>Languages Open the Modern driven app editor in classic version, select the Entity name you want to change the translations Select the language you want to update the translation and delete the existing translation and enter the new one.  Now the new translation name is updated.  Note: We cant update custom translations for recent and pinned fields in the left navigation at the moment. This is limitation from the Microsoft side at the moment.  Thank you for visiting this blog 🙏
Read more