SharePoint Connector Set Up
Effortless data connection between SharePoint and Dynamics 365 Business Central is now a possibility.
Cut down the manual and cumbersome process of importing data from SharePoint to Microsoft Dynamics 365 Business Central with the SharePoint Connector App by EFOQUS.
First: Establish the Authentication Process
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Finally, add
https://businesscentral.dynamics.com/Production?page=70319501
as a Redirect URL and allow Implicit Grant for both Access and ID tokens.
The first time you open a SharePoint page (setup or otherwise) you might see the about page, requesting EFOQUS App Registration. Follow the procedure here to register the SharePoint Connector.
Now you’re ready to configure the Connector.
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Open SharePoint Setup and fill out the following fields:
- Base URL – This is the URL for your company SharePoint
- Client Id (Called Application Id under the App Registration)
- Client Secret (You just created this)
- CallBack URL – should be https://businesscentral.dynamics.com/Production?page=70319501
(If you’re setting this up in a sandbox, replace “Production” with “sandbox”) - Base Folder. The base folder for your Document Library in SharePoint. The default document library is called /Shared Documents
2
Click Connect and go through the authentication process. When completed, your Connection Status should change to Connected to SharePoint.
4
Create a line for each data type you wish to activate the SharePoint Connector. Specify what fields to use for folder creation. In my example, I use the Customer name as Caption and the Customer Number as specification.
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When the table mapping is created, the SharePoint FactBox is shown on the Card of the selected type. (If that data type has a Card page).
Generate Documents
You can assign reports to the SharePoint FactBox, so it’s easy to generate documents directly from the Card. Add a report, perhaps specify a Custom Layout, to the table to run the report and upload the result directly to SharePoint.
SharePoint Connector Installation & Configuration
More Information
Watch SharePoint Connector Videos
Add a SharePoint FactBox to Any Page
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