SharePoint Connector Documentation
Index

First-Time Navigation

After installing and configuring the SharePoint Connector, this guide helps you find your way around and understand where the connector features appear in Business Central.

The SharePoint FactBox

The primary interface for the SharePoint Connector is the FactBox that appears on the right side of Business Central pages.

Where to Find It

The SharePoint FactBox appears on a page when all of the following are true (see NeedsFactBox in Setup\Table Mapping.al):

  1. An active Table Mapping EFQ record exists for the source table.
  2. The mapping's Mapping Method is not Only Columns (flat-file mode does not show the FactBox).
  3. The license check passes -- SaaS Production and on-premises require the connector to be registered; SaaS Sandbox bypasses the license check.
  4. No subscriber to the OnBeforeFiguringOutIfAFactBoxIsNeeded integration event suppresses the FactBox.

Common Pages with FactBox

Page Table Typical Content
Customer Card Customer Customer documents
Vendor Card Vendor Vendor documents
Item Card Item Item specifications, images
Job Card Job Project documentation
Sales Order Sales Header Order-related documents
Purchase Order Purchase Header PO-related documents

FactBox Anatomy

The SharePoint FactBox displays:

+----------------------------------+
| SharePoint                       |
+----------------------------------+
| Name        | Category           |
|-------------|--------------------|
| ..          |                    |
| Invoices    |                    |
| Contracts   |                    |
| Quote.pdf   | Quote              |
| Logo.png    | Marketing          |
+----------------------------------+
| [Upload Document] [Generate Document] |
+----------------------------------+

Folders are distinguished from files by row styling (there are no file/folder icons), and the ".." row navigates up one level.

Browsing Folders

  • Click a folder to navigate into it
  • Click ".." (shown as parent directory) to go up one level
  • The FactBox does not display a path or breadcrumb; use the ".." row to move back up the folder hierarchy

File Operations

Action How to Access
Open file Click on the file name
Download Right-click or use menu
Upload Click Upload Document button or drag-and-drop
Delete Right-click or use menu
Categorize Select file and assign category

Folder Operations

Action How to Access
Create subfolders Click "Create subfolders" button
Navigate in Click folder name
Navigate up Click ".."

Setup and Configuration Pages

Finding SharePoint Setup

  1. Use the search bar (Alt+Q)
  2. Type "SharePoint Setup"
  3. Select "SharePoint Setup" from results

Key Setup Pages

Page Purpose How to Open
SharePoint Setup Main configuration Search "SharePoint Setup"
SharePoint Table Mapping Map tables to folders Search "Table Mapping"
Active SharePoint Mapping View/edit active mappings Not searchable - open via the action on the Table Mapping list or card
Alternative Mapping Conditional folder routing Not searchable - open via the action on the Table Mapping list or card
SharePoint Document Templates (Custom Report Layouts) Configure report templates (legacy Custom Report Layouts) Search "Document Template"
SharePoint Document Templates (Report Layout) Configure report templates (modern Report Layout List) Search "Document Template"
File Categories Set up file categories Not searchable - open via the action on the Table Mapping list or card

Actions and Menus

Page Actions

On pages with SharePoint integration, look for SharePoint-related actions:

Action Location Purpose
SharePoint Actions menu SharePoint-related functions
Transfer Attachments Process menu Move BC attachments to SP
Generate Document FactBox Create document from template

FactBox Actions

The FactBox includes action buttons:

  • Upload Document: Upload files from your device
  • Download Document: Download a file to local storage
  • Generate Document: Create a document from templates
  • Browse on SharePoint: Open the SharePoint folder in a browser
  • Create subfolders: Create configured subfolders for the record

First-Time Use Walkthrough

Step 1: Open a Customer Card

  1. Search for "Customers"
  2. Open any customer record
  3. Look for the SharePoint FactBox on the right

Step 2: Explore the FactBox

  1. View any existing files and folders
  2. Navigate into subfolders if present
  3. Use the ".." row to navigate back up

Step 3: Upload Your First File

  1. Click the "Upload Document" button in the FactBox
  2. Select a file from your device
  3. The file should appear in the list
  4. Verify it also appears in SharePoint

Step 4: Open a File

  1. Click on an uploaded file
  2. The file opens in your browser or SharePoint
  3. Verify you can view the content

Step 5: Try Navigation

  1. Create subfolders using "Create subfolders"
  2. Navigate into the subfolder
  3. Navigate back using ".."

Understanding the File List

Column Meanings

Column Description
Name File or folder name
Category Assigned file category (if any)
Custom 1-5 Metadata columns (if configured)

There is no Type column and there are no file/folder icons; folders are distinguished from files by row styling.

Color Coding

Files may be color-coded based on their category:

Color Typical Meaning
Standard No category or default
Blue Informational
Green Approved/Complete
Red Urgent/Attention needed
Yellow Pending/In progress

Tips for New Users

Best Practices

  1. Learn the FactBox first - Most day-to-day work happens here
  2. Use drag-and-drop - Fastest way to upload files
  3. Organize with folders - Create subfolders for organization
  4. Use categories - Color-code files for quick identification
  5. Know where you are - The FactBox opens at the record's mapped folder; use ".." to move back up if you have navigated into subfolders

Common Questions

Why is the FactBox empty?

  • The folder may not exist yet in SharePoint
  • There may be no mapping for this table
  • Check your connection and permissions

Why can't I see certain files?

  • SharePoint permissions may restrict access
  • Files may be in a different folder
  • Try refreshing the FactBox

How do I get back to the root folder?

  • Click ".." repeatedly until at the top