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Dynamics 365 Customer Engagement (on-premises) document management with SharePoint lets users manage common document types, such as Word, Excel, PowerPoint, OneNote, and create folders to save and manage those documents in Customer Engagement (on-premises) that are seamlessly stored in SharePoint.
Depending on your environment, there are several Customer Engagement (on-premises) and SharePoint configurations possible.
| Configuration | More information |
|---|---|
| Customer Engagement (on-premises) with SharePoint Online | Configure Azure app for SharePoint online access |
| Customer Engagement (on-premises) with SharePoint on-premises | Configure server-based authentication with Customer Engagement (on-premises) and SharePoint on-premises |
Administrators set up document management, specify permissions for managing tasks, and ensure that the SharePoint site URLs are correct.