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Setting up D365 Sharepoint document storage

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  • 1.  Setting up D365 Sharepoint document storage

    GOLD CONTRIBUTOR
    Posted Aug 20, 2019 05:01 AM
    Hi,

    I need a bit of validation really.  I'm about to set up SharePoint document storage in D365.  My organisation has two production instances of D365 and one Sharepoint location.  We want to keep the D365 document storage discrete from our SharePoint intranet site and "file share" storage.  My plan is:

    1)  Create two new SharePoint sites in our singular SharePoint location, one for each production instance of D365
    2)  Associate our production D365 instances with the new sites

    Does this seem like it will work in keeping everything separate?

    Thanks!

    Stewart

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    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
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    Conference-CRMUG_200x200


  • 2.  RE: Setting up D365 Sharepoint document storage
    Best Answer

    SILVER CONTRIBUTOR
    Posted Aug 21, 2019 07:27 AM

    Sounds good to me  !!!   Can't see any issues.  Just make sure they are site collections so the security is easier.




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  • 3.  RE: Setting up D365 Sharepoint document storage

    GOLD CONTRIBUTOR
    Posted Aug 22, 2019 04:34 AM
    That's worked, thanks for helping!

    ------------------------------
    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Setting up D365 Sharepoint document storage

    SILVER CONTRIBUTOR
    Posted Aug 22, 2019 09:21 AM
    We use that same concept to separate our Dev and Production environments - happy SharePointing!

    ------------------------------
    Jeff Woodard
    Chief Technical Officer
    Transportation Financial Services, Inc.
    West Palm Beach FL
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    Conference-CRMUG_200x200


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