The first step to configure the connection between SharePoint and Business Central is to get the authentication process established.
Go to portal.azure.com and create an App Registration (Under Azure Active Directory) for SharePoint.
Add API permissions for SharePoint and grant owner consent if needed.
Under normal conditions, adding AllSites.Manage should be enough.
Create a Client Secret and remember to save the value.
The last thing, is to add https://businesscentral.dynamics.com/Production?page=70319501 as a Redirect URI 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 E Foqus App Registration. Follow the procedure here to register the SharePoint Connector.
Now you’re ready to configure the Connector. Open SharePoint Setup and fill out the following field:
- 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
Click Connect and go through the authentication process. When completed, your Connection Status should change to Connected to SharePoint.
Click Table Mapping to set up the areas of Business Central you want to connect to SharePoint.
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.
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).
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.