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I need to enable server-based SharePoint integration

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Posted on by MinDev404

I am trying to connect SharePoint to a model-driven app, but when I try to validate the SharePoint site, I keep getting an error during the validation process.

I have read the technical documentation and I am now trying to enable server-based SharePoint integration, but I am not sure how to activate the process correctly.

Can anyone help me with this?

Thank you!

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Error handling

Building Power Apps

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stum 144 on at

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Hi,

Before you start you need to be a System Administrator on both SharePoint Online and Power Platform tenants. Please see the steps below for setup.

Step 1: Enable SharePoint integration in Power Platform

Go to Power Platform Admin Center

https://admin.powerplatform.microsoft.com

Select your Environment

Open Settings

Go to integration → Document management

Click Enable server-based SharePoint integration

This enables SharePoint at the environment level

Step 2: Configure SharePoint connection (in Power Apps)

Go to Advanced Settings (⚙️ → Advanced settings)

Navigate to:

Settings → Document Management → Document Management Settings

Choose Server-based SharePoint

Click Next

Enter SharePoint Online URL.

Example: https://yourtenant.sharepoint.com/sites/YourSite

Validate and finish the wizard

This links Dataverse to SharePoint Online

Step 3: Enable tables for document management

In Advanced Settings go to: Settings → Document Management → Document Management Settings

Select the tables you want (e.g.):

Account

Contact

Case

Custom tables

Step 4: Add Documents to the model-driven app

Open Power Apps

Go to Apps → your model-driven app

Click Edit

Select Site map

Add Documents if not already present

Save & Publish

Step 5: Test setup

Open a record (e.g., Account)

Select Documents

A SharePoint folder should auto-create

Upload a file to confirm it saved the document to SharePoint

Hope this helps!

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MinDev404 19 on at

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It works! Thank you so much @stum!!

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