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

1

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.
sharepoint connector registration

2

Under normal conditions, adding AllSites.Manage should be enough.

configuring permissions for sharepoint connector

3

Create a client secret and remember to save the value.

creating a client secret for sharepoint conenctor

4

Finally, add

https://businesscentral.dynamics.com/Production?page=70319501

as a Redirect URL and allow Implicit Grant for both Access and ID tokens.

adding a redirect url for sharepoint connector

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.

1

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
Set Up SharePoint Connector

2

Click Connect and go through the authentication process. When completed, your Connection Status should change to Connected to SharePoint.

3

Click Table Mapping to set up the areas of Business Central you want to connect to SharePoint.

table mapping with sharepoint connector

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.

creating and naming folders in sharepoint connector

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.

5

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).

the sharepoint connector factbox

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.

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.

document templates in sharepoint connector

SharePoint Connector Installation & Configuration

More Information

Watch SharePoint Connector Videos

Add a SharePoint FactBox to Any Page

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