SharePoint for Connect 365 uses four entities in Dynamics 365.

In this section

SharePoint Content

The SharePoint Content entity defines which lists, folders, and files will be displayed in a portal.

SharePoint Permission

The SharePoint Permission entity defines which actions will be allowed when a SharePoint Content record is rendered.

Document Location Template

SharePoint Metadata Mapping

The SharePoint Metadata Mapping entity defines how field values from a CRM record, as well as from the logged-in portal user's Contact and Parent Account, can be saved to an uploaded SharePoint document.

Connect 365 Settings for SharePoint

Connect 365 Settings control how the Connect 365 application interacts with its features, including SharePoint.