Implementing Microsoft Dynamics 365 Customer Engagement

Document Management Settings

This option allows us to set up entities for SharePoint integration. We can select a list of the entities from the following dialog, and can enter our SharePoint site where we want to store our documents:

We can click on the Next button after selecting the entity, and on the next screen, we can select how we want to set up folders on the SharePoint site. We can select Based on entity, as shown here, or we can leave it unchecked:

If we check the Based on entity checkbox, we can add the Account or Contact entity ...