Software + Imagination
In this post, we will look at how to add a SharePoint site to Teams. Sign into Teams, and go to a team. In the right you will see a +: Here we can select the type of tab we want to add: Search for SharePoint. The first one is “View pages and collaborate with lists”, the second is “Add a tab for a SharePoint news article or page”: We … Continue reading Add a SharePoint Site to Teams
To create a team site in SharePoint, go through the following steps. First, log into SharePoint. You will then see your SharePoint home page. Click on the + Create Site link: You will be presented with an option to create a Team Site or Communication site. We will select Team Site: Now enter the name of the site. SharePoint will confirm that the site url is available (https://*****.sharepoint.com/sites/WestOfficeSalesTeam) Note the … Continue reading Creating a Team Site in SharePoint
To create a new list in SharePoint, go to your team site and select New->List: Enter a name and description for the list: You can now access your list: Click New to add a new item, and save the item: The item will then appear in your list:
Dynamics 365 has built in SharePoint integration. Here we will go through setting this up. Go to Settings->Document Management: Select SharePoint Sites: You may see sites listed. Click on the links to confirm they work: If not, select New and add your SharePoint URL: Next, select Enable Server-Based SharePoint Integration: Click Next: Select the type of SharePoint and click Next: You may see the message: Next, the wizard will connect … Continue reading Dynamics 365 SharePoint Integration