Quickly integrate SharePoint Online with Dynamics 365 for Customer Engagement

With Dynamics 365 for Customer Engagement apps, you can use the document management capabilities of SharePoint from within Dynamics 365 for Customer Engagement. You can store and manage documents in the context of a Dynamics 365 for Customer Engagement record on a SharePoint Server, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a SharePoint Server, non-Dynamics 365 for Customer Engagement apps users can directly access the documents on the SharePoint Server, provided they have the appropriate permissions.
In this video, you will get the step by step guide to the whole process.

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