Issue: Dynamics CRM and SharePoint Integration

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Posted on 15 Dec 2022 19:26:17 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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WEB API

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Sahil 130 on 15 Dec 2022 at 22:36:44

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Re: Issue: Dynamics CRM and SharePoint Integration

Hi Fubar,

Thanks for the response, I have posted the same in the Dataverse forum as well.

Yes, the user is an admin in CRM and SharePoint.
Fubar 7,901 Super User 2025 Season 1 on 15 Dec 2022 at 22:16:20

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Re: Issue: Dynamics CRM and SharePoint Integration

You would get a better response if you logged this in the Dataverse form.https://powerusers.microsoft.com/t5/Microsoft-Dataverse/bd-p/CDS_Apps
Is the CRM user setup in SharePoint and have adequate SharePoint security privileges.