SharePoint Connector Documentation
Index

Install in SaaS

This guide walks you through installing the SharePoint Connector in Business Central Online (SaaS). The installation process uses Microsoft AppSource.

Before You Begin

Prerequisites

Requirement Description
BC Admin Access You need admin permissions in Business Central
SharePoint Access Verify you have access to your SharePoint site
Sandbox Available Recommended for initial testing

Planning

Before installing:

  1. Identify your SharePoint site URL
  2. Determine who will configure the connector
  3. Plan your testing approach

Installation Steps

Testing in a sandbox environment first is strongly recommended:

  1. Open Business Central
  2. Go to your sandbox environment
  3. Click the Settings gear icon
  4. Select Extension Management
  5. Click Marketplace (AppSource)
  6. Search for "SharePoint Connector"
  7. Find the app published by hougaard.com
  8. Click Free trial or Get it now
  9. Follow the prompts to install
  10. Wait for installation to complete

Step 2: Verify Sandbox Installation

After installation:

  1. Search for "SharePoint Setup" using the search bar
  2. The page should open without errors
  3. This confirms the app is installed

Step 3: Configure and Test in Sandbox

Before moving to production:

  1. Complete the basic setup (see SharePoint Setup Page)
  2. Create a test table mapping
  3. Verify file upload and download works
  4. Test any features you plan to use

Step 4: Install in Production

Once satisfied with sandbox testing:

  1. Go to your production environment
  2. Navigate to Extension Management
  3. Click Marketplace (AppSource)
  4. Search for "SharePoint Connector"
  5. Click Get it now
  6. Review permissions and accept terms
  7. Click Install
  8. Wait for installation to complete

Installation from Extension Management

Alternative Method

You can also install via the Extension Management page:

  1. Search for "Extension Management"
  2. Click Manage > Install
  3. Browse or search for the app
  4. Select and install

Checking Installation Status

Monitor installation progress:

  1. Go to Extension Management
  2. Find "SharePoint Connector" in the list
  3. Check the Status column
  4. Status should show "Installed"

Post-Installation Steps

Immediate Actions

After successful installation:

Step Action Reference
1 Open SharePoint Setup Verify app is accessible
2 Enter registration code Activation
3 Configure connection Setup Page
4 Set up authentication Authentication
5 Assign permissions Permissions

First-Time Configuration

The setup page will guide you through:

  1. Entering your SharePoint URL
  2. Configuring authentication
  3. Testing the connection
  4. Creating initial table mappings

Troubleshooting Installation

Installation Fails

Issue Solution
Insufficient permissions Contact your BC administrator
Extension conflicts Check for conflicting extensions
Installation timeout Wait and retry later

App Not Appearing

If the app doesn't appear after installation:

  1. Refresh your browser
  2. Clear browser cache
  3. Sign out and back in
  4. Check Extension Management for status

Permission Errors

If you receive permission errors:

  1. Verify your BC license includes required permissions
  2. Check that you have admin rights
  3. Contact your administrator

Updating the App

Automatic Updates

AppSource apps receive automatic updates:

  1. Updates are published by the vendor
  2. Microsoft validates updates
  3. Updates are deployed to your environment

Managing Updates

To check for or manage updates:

  1. Go to Extension Management
  2. Find the SharePoint Connector
  3. Check if an update is available
  4. Updates typically install automatically

Update Considerations

When updates are installed:

  • Your configuration is preserved
  • New features may become available
  • Review release notes for changes
  • Test in sandbox first if possible

Uninstalling the App

If you need to remove the app:

  1. Go to Extension Management
  2. Find "SharePoint Connector"
  3. Click Uninstall
  4. Confirm the uninstallation

Before Uninstalling

Consider:

  • Your configuration data may be retained
  • Table mappings will stop working
  • Document access from BC will be lost
  • SharePoint documents remain in SharePoint

Multi-Environment Considerations

Multiple Environments

If you have multiple BC environments:

Environment Recommendation
Production Full setup after sandbox testing
Sandbox Test new configurations
Development Test customizations

Environment-Specific Settings

Each environment has its own:

  • SharePoint Setup configuration
  • Table mappings
  • Registration/license
  • User permissions