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Power Platform Community / Forums / Power Apps / I need to enable serve...
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I need to enable server-based SharePoint integration

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Posted on by MinDev404 19

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!

Categories:
Error handling
Building Power Apps
I have the same question (0)
  • Verified answer
    stum Profile Picture
    stum 144 on at
    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
    • 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. 
    • 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!
  • MinDev404 Profile Picture
    MinDev404 19 on at
    It works! Thank you so much @stum!!

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