SharePoint Connector Documentation
Index

Quick Start Checklist

This checklist guides you through the essential steps to get the SharePoint Connector up and running. Follow these steps in order for the fastest path to success.

Prerequisites Checklist

Before you begin, verify you have the following:

Prerequisite Status Notes
Business Central access Required Admin or setup permissions
SharePoint Online site Required Where documents will be stored
Document library created Required Usually "Shared Documents" or custom library
SharePoint permissions Required Read/write access to the library
Microsoft Entra ID access Required For app registration (if using that method)

Quick Start Steps

Step 1: Prepare SharePoint

Before configuring Business Central, set up your SharePoint environment:

  1. Identify your SharePoint site
    • Note the full URL (e.g., https://contoso.sharepoint.com)
    • Note the subsite name if using a subsite (e.g., sites/finance, teams/projects, or just BCDocs for a root subsite - no leading slash)
  2. Create or identify a document library
    • Default is usually Shared Documents
    • Or create a dedicated library for BC documents
  3. Verify your permissions
    • Ensure you can create folders and upload files
    • Test by manually uploading a file

Step 2: Install the App

For Business Central Online:

  1. Open Business Central
  2. Go to Extension Management
  3. Search for "SharePoint Connector" in AppSource
  4. Install in sandbox first for testing
  5. Install in production after validation

For On-Premises:

  1. Download the appropriate app package
  2. Publish using Administration Shell
  3. Install in target companies

Step 3: Configure SharePoint Connection

  1. Search for "SharePoint Setup" in Business Central
  2. Enter required settings:
Field Example Value
Base URL https://contoso.sharepoint.com
Subsite Name (blank for root, or sites/BCDocs, teams/BCDocs, or BCDocs - no leading /)
Document Library (base folder) Shared Documents
  1. Configure authentication (see below)
  2. Click "Connect" to authenticate

Step 4: Set Up Authentication

Choose one of these authentication methods:

Option A: PKCE (Simplest, the default on a new setup)

  1. Check that Microsoft Login Method is "PKCE" and leave Client Id blank
  2. Set Authentication Method to "Proxy" (one shared connection) or "Personal" (each user signs in)
  3. Allow pop-ups for Business Central and click "Connect"
  4. Sign in in the Microsoft sign-in window and consent to the SharePoint permission (or click "Sign in" if no window opens)

PKCE with a blank Client Id works on Business Central Online. On-premises, use Option B or your own app registration.

Option B: Device Code (No pop-ups, also on-premises)

  1. Set Microsoft Login Method to "Device Code"
  2. Set Authentication Method to "Personal"
  3. Click "Connect"
  4. Open https://microsoft.com/devicelogin, enter the code shown and sign in

Option C: App Registration (Existing installations)

  1. Create an app registration in Microsoft Entra ID
  2. Enter Client ID and Client Secret
  3. Enter the Callback URL - it must contain page=70319501 (e.g., https://businesscentral.dynamics.com/<environment>?page=70319501)
  4. Set Microsoft Login Method to "App Registration"
  5. Click "Connect"
  6. Consent to permissions when prompted

Option D: Modern App Registration (Your own app registration, recommended for enterprise production)

  1. Create an app registration in Microsoft Entra ID
  2. Set Microsoft Login Method to "Modern App Registration"
  3. Enter Client ID and Client Secret
  4. Add the Callback URL shown on SharePoint Setup (filled in automatically, e.g., https://businesscentral.dynamics.com/OAuthLanding.htm) as a Web redirect URI in the app registration
  5. Click "Connect" and sign in in the Business Central sign-in window

Step 5: Create Your First Table Mapping

  1. Go to "SharePoint Table Mapping" (the list itself is read-only)
  2. Click "New" (or click an existing row) to open the Table Mapping Card, where mappings are created and edited - or use the "Add Standard Mapping" action to add a predefined mapping
  3. Select a table (e.g., Customer - Table 18)
  4. Configure the folder structure:
Field Example Value
Table No. 18 (Customer)
Folder Name Customers
Caption Field Name
Mapping Method Static
  1. Save the mapping

Step 6: Test the Integration

  1. Open a Customer card
  2. Look for the SharePoint FactBox on the right side
  3. The FactBox should show the SharePoint folder
  4. Try uploading a test file:
    • Click the upload action, or
    • Drag a file onto the FactBox
  5. Verify the file appears in SharePoint

Verification Checklist

After completing setup, verify each item:

Test Expected Result
Open SharePoint Setup No errors displayed
Connect to SharePoint Connection established without errors
Open Customer card FactBox shows SharePoint content
Upload a file File appears in FactBox and SharePoint
Navigate folders Can browse folder structure
Open a file File opens in browser or SharePoint

Next Steps After Quick Start

Once basic functionality is working:

  1. Add more table mappings
  2. Configure auto-upload
  3. Set up document templates
  4. Add metadata columns
  5. Configure file categories

Troubleshooting Quick Start Issues

FactBox Not Showing

  • Verify the table has an active mapping
  • Check that the mapping is correctly configured
  • Ensure the record has been saved

Connection Failed

  • Verify the Base URL is correct (a Base URL that does not end in sharepoint.com triggers a non-blocking warning message)
  • Check authentication credentials
  • Ensure you have SharePoint permissions

Cannot Upload Files

  • Verify write permissions on the SharePoint library
  • Check that the folder path is valid
  • Review any error messages in the FactBox