Power Platform - Enable SharePoint document management

By Vinod Thachin -
SharePoint document management in Powe platform allow to store, mange the documents related to customer engagement apps like Dynamics 365 by enabling the document management. To enable this user should have System Admin role. We can enable the document management using the steps below,

  • Open the Power Platform admin, navigate the environments
  • Select the environment and click on Settings in the ribbon
  • It will navigate to settings page. 
                
  • Select Integration and click on Document Management Settings
  • Select the entities to manage the SharePoint documents and Click on Next
  • In Consider these server-based integration settings - Check Based on entity to have document libraries and folders that are based on the Account entity automatically created on the SharePoint site. Users will not be prompted to create them.
  • Click on Finish to complete the configuration.





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