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SharePoint Integration with MS CRM D365 Portal

Today I tried to Set up SharePoint integration in MS CRM Portal. As usual, I selected Enable option in the confirmation window. It will enable the portal to communicate with SharePoint. While the SharePoint integration is being enabled, the portal restarts and will be unavailable for a few minutes and a message will appear when SharePoint integration is enabled.

But when I clicked on the enable option, I got the message asking for Azure AD consent as given in the below image.

To work around this issue, follow these steps:

PRE-REQUISITES:
  • The CRM user needs to be an Office 365 Global Administrator to be able to access the Office 365 Admin center and thus enable the SharePoint integration with MS Portal.
  • The integration between Dynamics CRM and SharePoint should already exist.
BELOW IS THE STEP BY STEP EXPLANATION OF HOW TO ACHIEVE THE INTEGRATION.

Step 1: Go to Microsoft 365 admin center and select Azure active directory.

Step 2: Go to Azure active directory -> Select App Registrations -> Click on Microsoft CRM Portals.

AAD Admin Center

Step 3: Click on API permissions, so will find all the permissions list as you can see in the below image that some permissions are not granted. To remove them click on remove permission option.

Step 4: Click on Add a permission button and then click on SharePoint.

Step 5: Click on the Delegated Permission option and select all the permissions you required.

Step 6: Don’t forget to grant admin consent, it will take some time to enable on API Permission page.

Step 7: It will add the required SharePoint permissions, respectively. You will also be redirected to provide your consent for the changes to be made in the Azure AD application.

If you do not provide your consent:

  • Enabling or disabling the SharePoint integration will not be complete and an error message will display.
  • Your out-of-the-box Azure AD login on the portal will not work.

Step 8: Now go to PowerApps Portal Admin Center and click on Enable option again as we have done in the initial stage.

It will ask for permission as mentioned in step 8. Click on the Accept button. Now a message will appear when SharePoint integration is enabled successfully.

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