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→Enable SharePoint in Woodford
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# Scroll down to SharePoint section and select '''Enable SharePoint'''. | # Scroll down to SharePoint section and select '''Enable SharePoint'''. | ||
# Enable one of the APIs, then click '''Save'''. | # Enable one of the APIs, then click '''Save'''. | ||
#* Use '''Partial SharePoint REST API (legacy)''' if you don't use OAuth2 or if you're working with a very large number of SharePoint lists. | #* Use '''Partial SharePoint REST API (legacy)''' if you don't use OAuth2 or if you're working with a very large number of SharePoint lists. The legacy interface is also suitable for SharePoint on premise. | ||
#* Use '''SharePoint REST API (OAuth2)''' for SharePoint Online with OAuth2 authorization shared with Dynamics. | #* Use '''SharePoint REST API (OAuth2)''' for SharePoint Online with OAuth2 authorization shared with Dynamics (single sign-on). This option also supports multi-factor authentication. | ||
# Next, edit the [[form]]s for various entities and add '''Cloud Document List''' to the entity form, so that users can access documents associated with entity records. | # Next, edit the [[form]]s for various entities and add '''Cloud Document List''' to the entity form, so that users can access documents associated with entity records. | ||
# Finally, if your login credentials for SharePoint differ from your CRM credentials, go to Mobile CRM app's [[Resco_Mobile_CRM#Setup|Setup]] and log in to SharePoint. If SharePoint uses different authentication or you use CRM on-premise vs SharePoint online (or vice versa) than CRM, you also need to specify the '''Type'''. | # Finally, if your login credentials for SharePoint differ from your CRM credentials, go to Mobile CRM app's [[Resco_Mobile_CRM#Setup|Setup]] and log in to SharePoint. If SharePoint uses different authentication or you use CRM on-premise vs SharePoint online (or vice versa) than CRM, you also need to specify the '''Type'''. | ||