Views:

Applies to Product - Dynamics 365 Lifecycle Services


What’s happening?
Customers are experiencing difficulties in setting up document management with external SharePoint.
 

Reason:

  • This may arise when the "Upgrade SharePoint user authentication" feature is disabled, which can lead to connection failures with SharePoint.
  • There may be known issues related to document management links, such as "File not found" errors when using multiple SharePoint sites.

 

Resolution:

  1. Ensure that the "Upgrade SharePoint user authentication" feature is enabled to facilitate proper connection to SharePoint.
  2. Validate the SharePoint server connection in the Document Management parameters.
  3. Follow the official documentation for configuring document management:
  4. Configure document management - Finance & Operations | Dynamics 365 | Microsoft Learn
  5. If issues persist, gather detailed information about the setup, including screenshots of the configurations being used, and provide this information to support for further assistance.
  6. Test the setup with a single user to validate how it works through the system and ensure that the correct permissions are set in SharePoint Document Location Permissions to restrict views as necessary.