Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

In this article I am going to walk you through the step by step process to integrate Dynamics Portal with SharePoint.

Why we need to integrate Portal with SharePoint?

• To answer the question, lets take a scenario, A company has an Employee Health portal where employees upload their Medical Bills and diagnostic reports to reimburse the money incurred due to hospitalization. On the other side Companies admin team access the documents either from D365 application or SharePoint portal to validate and release the money.
• If the documents get uploaded to SharePoint through the Portal, with the robust SharePoint document management features, the documents can be edited, versioned and accessed anywhere online just from a browser.

Now lets see the steps to integrate portals with SharePoint.

Pre-requisites:

• Dynamics 365 subscription (Get 30 days trail)
• SharePoint Site
• Dynamics Portal

Configure SharePoint Site:

• Once you have your Dynamics 365 subscription, login to your Office 365
• Click on ‘SharePoint’ link to connect to SharePoint Portal

• Next step is to create a new ‘Site’

• Click on ‘Create Site’ and fill the details to complete Site creation.
• Copy the URL which you would need in next steps.
  • I created a new site with name ‘D365’

Configure SharePoint Site in D365 Application:

After creation of SharePoint Site in previous section, now we need to add this details in D365

• Open your Dynamics Application
• Go to Settings -> Document Management Settings
• In the ‘Document Management Settings’ window, paste the SharePoint Site URL copied in previous section in ‘SharePoint Site:‘ text box.

• In the ‘Select entities’ grid, select the entities you would like to add Documents from your portal.
  • I selected ‘Case’ entity as I am using in this article
• Click ‘Next’ and ‘Select folder structure’

• Click ‘Next’ to complete the set up.

• Connect to Dynamics 365 Administration Center
• Select your Portal from ‘Applications’ and click on ‘Manage’

• Click on ‘Set up SharePoint integration’ -> Enable SharePoint integration

• Provide credentials and complete the set up

Configure ‘Case’ entity portal form and Entity Permissions:

To be able to upload documents from Portal, we need to add a sub-grid on Case form.

• Connect to Dynamics 365 Application
• Open Settings -> Customizations -> Customize the System
• Select ‘Case’ Entity and make sure ‘Document Management’ is checked.

• Open ‘Case -> Forms -> Web-Edit Case‘ form
  • Note: As I am going to upload documents from existing Case in Portal, I chosen ‘Web-Edit Case’ form. Chose your from as per the requirement.

• Add a new sub-grid with below details.
  • Entity – Document Locations

• Save and Publish.

Lets grant ‘Entity Permissions’ to ‘Sharepointdocumentlocation’ entity whoever having access to ‘Case’ entity.

• Navigate ‘Portals -> Entity Permissions’
• As I am planning to upload documents from ‘Case’ entity, I am selecting ‘Customer Service – Cases where contact is customer‘ entity permission.

• Add a new ‘Child Entity Permission’ on ‘Sharepointdocumentlocation’ entity and grant below privileges.

• Save and Close.

How to upload the documents from Portal:

Once you made all the configurations, we are all set to upload the documents.

• Connect to your portal
• Create a new Case or open an existing Case

• Navigate to the ‘Document Location’ sub-grid and click ‘Add Files’

• Upload the document
• You should see the uploaded document in the sub-grid.

🙂