{"id":7680,"date":"2020-01-06T15:49:54","date_gmt":"2020-01-06T23:49:54","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/office-365-integration-features-in-common-data-service\/"},"modified":"2020-01-06T15:49:54","modified_gmt":"2020-01-06T23:49:54","slug":"office-365-integration-features-in-common-data-service","status":"publish","type":"power-apps","link":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/office-365-integration-features-in-common-data-service\/","title":{"rendered":"Office 365 Integration features in Common Data Service"},"content":{"rendered":"
Common Data Service provides rich and deep integration capabilities with Microsoft Office 365. These integration features in Power Platform provide the productivity boost for the digital transformation journey. The features that are hallmark of this integration with Office 365 are listed below:<\/span><\/p>\n \u2022 SharePoint Integration SharePoint integration with Common Data Service makes the richer document management and collaboration features available to citizen developers with just a few clicks. It empowers app users to manage common document types, such as Word, Excel, PowerPoint, OneNote, and create folders to save and manage those documents that are seamlessly stored in SharePoint from within Common Data Service apps.<\/p>\n Let us take an example of Contoso, a firm that provides legal consultation to large corporates. Each of these large corporate customers would be stored as Accounts within the Common Data Service. As Contoso adds new customers, they sign a contract with each of these customers. The contract document captures the terms of service, contractual obligations, and other conditions as needed. These documents can now be authored and stored securely and seamlessly from within Common Data Service.<\/p>\n A few clicks are required here to configure SharePoint connection, so that you can customize the location of site etc. before wiring it up with Common Data Service. You will need to create a SharePoint Team site which will act as the repository for documents, set up permissions and then configure the Common Data Service for document management by enabling server-based SharePoint integration. Step by Step instructions are provided here<\/a>. Once server-based SharePoint integration is enabled you will need to enable the entities you want to make available for document management integration. More information: Enable document management on entities<\/a><\/p>\n Note: Once server-based SharePoint integration is enabled you can also enable integration with OneNote and OneDrive. More information: Set up OneNote integration<\/a> and Enable OneDrive for Business (online)<\/a><\/p>\n For the scenario with Contoso, we will just focus on enabling document management for Account entity, which is used to store the customer information.<\/p>\n To enable this, you would launch the Document Management Settings wizard as shown in the picture below, from settings–> Document Management. See Settings<\/a> for help with this navigation.<\/p>\n
\n\u2022 Document Templates
\n\u2022 Reports
\n\u2022 Server-side sync & Exchange Integration<\/p>\nSharePoint Integration<\/strong><\/h3>\n