SharePoint document management

Article
12/08/2017

Applies To: Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM 2016

Set up SharePoint document management

Set up server-based SharePoint integration

Enable SharePoint document management for specific entities

Create or add a location for the first time

Edit existing SharePoint site records

Create or edit document location records