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Set up SharePoint document management

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

You can store the documents related to your Microsoft Dynamics 365 records in Microsoft SharePoint folders and manage the folders and documents in Microsoft Dynamics 365. Integrating SharePoint document management with Dynamics 365 makes it easier to access and share documents associated with your Dynamics 365 records.

For information about setting up SharePoint integration by using a wizard, see Set up SharePoint integration with Microsoft Dynamics CRM

See Also

Set up SharePoint integration with Microsoft Dynamics CRM
Enable SharePoint document management for specific entities