This article outlines how to integrate SharePoint with CRM. It is valid for CRM 2013 and higher. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically. 

Step 1: Please open the Document Management Settings. To do so, navigate to Settings > Document Management and click on Document Mangement Settings. 

Figure 1: Open the Document Management Settings 

Step 2: Select the entities you want to create SharePoint folders for and enter a SharePoint site. This site will be used as the default site for document management. 

Figure 2: Select SharePoint  

Step 3: Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the [Next]-button to proceed. 

Figure 3: Document Management settings  

​Step 4: The next window provides you with the document library creation status and details. Click on the [Finish]-button in order to finish the set up. 

Figure 4: Document library creation status 

That's it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com. ​