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Integrating Dynamics 365 with SharePoint

Video Introducing this tutorial

What you should know

1. Add Documents in Dynamics
Enable server-based integration
Change default site names
Upload in an account
Add other content
Edit a document

2. View Documents in SharePoint
Fix a broken connection
Show items without folders
Search for a document
Create an alert
Enforce container-based permissions
Consider library-based retention

3. Work with Content Types
Change the folder structure
Create a content type
Add a template to a library
Set default column values
Edit Document Associated View
Configure Content Query Web Part

4. Install Other Apps
Use OneNote
Integrate with Yammer
See CRM data in Delve
Create a survey

Next steps

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