SharePoint

Setup

Before you can use the SharePoint connector in EAM, you need to go through a few setup steps.

The Connector requires you to register the app in Azure Portal (setup connection, permissions, etc.). Follow the steps below to set it up.

1. Register the SharePoint application in Azure for Business Central. Ensure you include the Redirect Web URL - https://businesscentral.dynamics.com/OAuthLanding.htm (See screenshot 01).
2. Configure permissions for the application in Azure Portal (see screenshot 02).
3. Generate an Application Client Secret in the Azure Portal (see screenshot 03).
4. Navigate to the Business Central Document Storage Setup and select SharePoint as the Storage Provider (see screenshot 04). From here, you need to setup the following values:
   1. Site URL: A URL of the SharePoint Site. For example https://dynawayeg.sharepoint.com/sites/FoodyGoodieCorporation/
   2. AAD TenantId: Tenant Id of the SharePoint. In many cases the same tenant id as Microsoft Entra Id for the Business Central. You can find it Directory (tenant) ID placed in Overview Tab for App Registration on Azure Portal.
   3. Client Id: Application (client) ID placed in Overview Tab for App Registration on Azure Portal
   4. Client Secret: Secret value created in previous step.
   5. Scope: for the SharePoint. By default you can put <URL of SharePoint>/.default example: https://dynawayeg.sharepoint.com/.default
      • Note: If you change the scope, refresh the Business Central client (F5).
   6. Base Folder: Using Assist Edit (…), choose the base folder for the files.
   7. Subfolders: You can set the folder for each of the document type. This step is not mandatory.

Screenshot 01.

Screenshot 02.

Screenshot 03.

Screenshot 04.

Use the SharePoint Connector

When you use the SharePoint Connector, you can use dedicated options on the entities.

• Link - opens your SharePoint default folder where you can find your file that will be linked to this record.
• Open - opens the selected file on your SharePoint.

When you use the link option, a window with a SharePoint folder opens. From there, you're able to find a file directly on your SharePoint space (to get there you need to use actions for switching view by selecting the ellipsis button and clicking 'up' or 'subfolders').

SharePoint Connector doesn't change how files behave on entities. If files are taken from the previous document (for example when a Work Order with documents is being closed, the documents are added automatically to the Posted Work Order), these files are not changing their place in SharePoint, they are also not duplicated, but they are still in the folder where they were placed the first time.

SharePoint Connector on the entity.

SharePoint Folder 1.

SharePoint Folder 2.