{"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
\n\u2022 Document Templates
\n\u2022 Reports
\n\u2022 Server-side sync & Exchange Integration<\/p>\n

SharePoint Integration<\/strong><\/h3>\n

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

\"Document

Document Management Settings Wizard<\/p><\/div>\n

Specify the SharePoint site URL and continue with the wizard. Next screen, it would ask for confirmation on the folder structure and finally the screen confirming the successful creation of document library for the entity (Account).
\nYou are now all set to start using the document management capabilities of Common Data Service. Navigate to any app where Accounts can be viewed, and you will see the option to upload or view previously uploaded documents.<\/p>\n

\"Document

Document Management for Accounts<\/p><\/div>\n

If you observe in the grid, you will see the option to directly navigate to the SharePoint location, in case you wish to upload larger documents, or use advanced document collaboration features through SharePoint.<\/p>\n

Document Templates<\/strong><\/h3>\n

A large portion of contract agreement might be repetitive and here is where you wish you could have a template that dynamically picks up the corresponding account related information. Common Data Service enables you to use document templates, right from your accounts view, as shown here.<\/p>\n

\"Document

Document Templates in Common Data Service<\/p><\/div>\n

If you need more information, read more details about how you can configure a word template in this article.<\/a>
\nNote: Common Data Service also supports other templates like Excel, Article and Email templates.<\/p>\n

See these articles for more information.<\/p>\n

Templates Overview<\/a><\/h4>\n