SharePoint CRM configuration

In order to load your SharePoint information into the AnywhereNow WebAgent, you'll need to configure the connection.

Before we can begin the configuration process, we need to prepare SharePoint. Follow these steps:

Dependencies

• A SharePoint Online Environment.

• SharePoint connected App (Only necessary if the 'Client Id' and 'Client Secret' settings are used for authentication instead of 'User Name' and 'Password') Check this for more details SharePoint Authentication

SharePoint Authentication

There are two ways to access the SharePoint Online environment. Below are the two ways. But SharePoint on-premises environment only supports Using Login Credentials option.

• Using Login Credentials

  • If the login credentials are used, only the "UserName" and "Password" fields are mandatory credentials.

  • The used user account should have "Edit" rights on the SharePoint site

  • The user account must not have MFA activated, and the password should never expire.

• App-Only Access

  • We will need a SharePoint APP to access the SharePoint environment.

    Please refer the given link to create the APP: Grant access using SharePoint App-Only | Microsoft Learn

  • The app should be given full rights to access the SharePoint lists.

    For more information please refer: Add-in permissions in SharePoint | Microsoft Learn

    Copy

    XML

    <AppPermissionRequests AllowAppOnlyPolicy="true">
    <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web/list" Right="FullControl"/> </AppPermissionRequests>

Configure CRM Connection in the Admin Portal

Follow these steps to configure the CRM connection in the admin portal:

1. Navigate to the CRM Configuration tab.

2. Enter the following information in the corresponding fields:

   • In the "Application Host" field, enter the SharePoint application URL.

   • In the "Username" field, enter the Login credential - username.

   • In the "Password" field, enter the Login credential - password.

   • In the "Client ID" field, enter the Connected App provided Client ID

   • In the "Client Secret" field, enter Connected App provided Client secret

   • In the "SharePoint site name" field, enter the SharePoint list with site name, used for initial validation

3. Once all the fields have been populated, click "Save" to save your SharePoint connector configuration.