{"id":347,"date":"2023-02-20T02:09:00","date_gmt":"2023-02-20T02:09:00","guid":{"rendered":"https:\/\/automatethemundane.com\/index.php\/2023\/02\/20\/setting-up-default-sharepoint-connections-to-dataverse-record\/"},"modified":"2023-07-03T21:02:25","modified_gmt":"2023-07-03T21:02:25","slug":"setting-up-default-sharepoint-connections-to-dataverse-record","status":"publish","type":"post","link":"https:\/\/automatethemundane.com\/index.php\/2023\/02\/20\/setting-up-default-sharepoint-connections-to-dataverse-record\/","title":{"rendered":"Setting up Default SharePoint Connections to Dataverse Record"},"content":{"rendered":"\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgba(120, 119, 116, 1)\">2\/20\/2023<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">The Why<\/h1>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Enabling SharePoint integration in the Power Platform is important because it simplifies data sharing and collaboration across multiple platforms. This integration allows users to utilize SharePoint's document management capabilities while maintaining a single source of truth for their data in Dataverse.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">The How<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">Turing on SharePoint Integration<\/h2>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">From PowerApps Navigate to Advanced Settings<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-29.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">This will bring up the Dynamics 365 management backed <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-30.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Select Settings, then Document Management<\/p>\n\n\n\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:rgb(241, 241, 239)\">\ud83d\udca1 If your screen looks like the following, the default site has already been configured. \n<\/p>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Select Enable Server-Based SharePoint Integration\n\n<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-31-1024x218.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Select Next<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-32.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Configure appropriately \n<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-33.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Enter in the desired default SharePoint Site, then continue to validation\n\n<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-34.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Once completed, the Document screen will now look like this\n\n<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-35-1024x236.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Select Document Management Settings<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"218\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-36-1024x218.png\" alt=\"\" class=\"wp-image-241\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Select the Tables you wanted configured for the default site and enter the default site again at the bottom, then select Next.  <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-37.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Do not make any selections on this page, just Select Next.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-38.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">You will be asked to confirm the creation of the connection. Press Ok and the site will be configured. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Actually happened<\/h2>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">Select the SharePoint Document Location menu<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-39.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">This will bring up a view of active document locations AND the site configured. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-40-1024x448.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:rgb(241, 241, 239)\">\ud83d\udca1 This can also be viewed from the Dataverse Table Document Location\n<\/p>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:rgb(0, 0, 0)\">The table serves as a connector between the Dataverse table, where data is stored, and the SharePoint document library. It is essential to keep this in mind while configuring upcoming sites.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2\/20\/2023 The Why Enabling SharePoint integration in the Power Platform is important because it simplifies data sharing and collaboration across multiple platforms. This integration allows users to utilize SharePoint&#8217;s document management capabilities while maintaining a single source of truth for their data in Dataverse. The How Turing on SharePoint Integration From PowerApps Navigate to Advanced [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":247,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,33],"tags":[25,31,4,26],"class_list":["post-347","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-model-driven-app","category-sharepoint","tag-dataverse","tag-forms","tag-mda","tag-sharepoint","entry","has-media"],"jetpack_featured_media_url":"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/cover-5-scaled.jpg","_links":{"self":[{"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/posts\/347","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/comments?post=347"}],"version-history":[{"count":3,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/posts\/347\/revisions"}],"predecessor-version":[{"id":557,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/posts\/347\/revisions\/557"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/media\/247"}],"wp:attachment":[{"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/media?parent=347"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/categories?post=347"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/tags?post=347"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}