In this series I’m going to step through how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code. While the recent news that the October ’18 release of the Portal capabilities for Dynamics 365 will include out-of-the-box SharePoint integration may make this series obsolete in a hurry, I’m sharing it as it might inspire other solutions that can leverage the same techniques.
So, if we’re assuming that the user has to use Azure AD to log into the portal, this means the most likely scenario is that you’re implementing employee self-service.
To be clear, there is no reason you couldn’t use this technique on any of the portals, as long as you’re using Azure AD for authentication. You could also, in theory, only show the SharePoint integration pieces if the user is logged in to Azure AD, and hide it for everyone else. But I’m not going to explore that in this series.
In this series, we’re going to add the ability to view SharePoint documents related to a case as exposed in the Employee Self-Service Help Desk.
The technique involves the following steps, which I’ll describe in upcoming posts: