Troubleshooting SharePoint Integration After Upgrading D365FO to Version .42
After upgrading to Dynamics 365 Finance and Operations (D365FO) version .42, we encountered an issue with all of our SharePoint integrations. Here's a step-by-step guide on how we identified and addressed the problem.
Verifying the D365FO and SharePoint Connection
To verify the connection between D365FO and SharePoint, we navigated to the Document Management Parameters section. From there, we selected SharePoint and clicked on Test Interactive Connection to check the connectivity status.
Unfortunately, we received the following error message:
"You are not authorized to connect to 'https://sharepoint.sharepoint.com/'."
This error prompted us to open a support ticket with Microsoft to further investigate the issue.
Microsoft’s Response and Solution
Microsoft's response highlighted an important distinction regarding development environments. They clarified that:
"For development purposes, a Unified Development Environment (UDE) will work. However, this will not work in a regular cloud-hosted environment. So, if there is a need for active development with SharePoint, a UDE is the recommended approach."
What is a Unified Development Environment (UDE)?
A Unified Development Environment (UDE) is a specialized development environment designed for working with Finance and Operations apps, such as Dynamics 365. It allows seamless integration with SharePoint for active development and testing. However, it's important to note that the standard cloud-hosted environment does not support the same level of integration for development purposes.
Conclusion
If you are facing similar issues with SharePoint integration after upgrading D365FO, it may be due to the environment you are working in. For active SharePoint development, consider switching to a Unified Development Environment to ensure smooth connectivity and integration. If you’re using a cloud-hosted environment, you may encounter limitations as we did.
For more information on using UDE and troubleshooting D365FO integration, visit Microsoft’s official documentation on Unified Developer Experience for Finance and Operations Apps.