Issue: Dynamics CRM and SharePoint Integration

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Posted on by Sahil

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Hi All,

I am using OOTB integration of Dynamics 365 CRM and SharePoint online. Everything seems to be configured correctly but when I am trying to navigate to the Documents tab from Accounts, I am getting the below error. Can someone please suggest on this?

An error has occurred while loading documents. Please reload the page. If the problem persists, contact your Dynamics 365 administrator for help.

Thanks!

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Microsoft Dataverse with Power Apps

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sapchat 2 on at

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Hello Sahil,

I am running into this same issue. Was this ever resolved for you? Do let me know if you can. Thanks.

Best,
Sap

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Samyndza 2 on at

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It sounds frustrating to encounter an error while integrating Dynamics CRM with SharePoint Online. This issue could stem from various factors such as permissions, configuration settings, or even temporary glitches in the system.

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Ram Prakash Duraisamy 5,593 Super User 2025 Season 2 on at

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Hi @Sahil

May i know what is the security role you are having?

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