Add application in Entra Admin Center
Register a new application in Entra Admin Center, found in Applications -> App registrations.
If you have already done this, skip this steps 1 and 2.
Give the application any name you want, in the examples shown here it will be named GetAccept Integration.
After creating the application, you can find the Client ID & Tenant ID in the applications overview page, these will be required later in the setup process.
Go to the Authentication page in in the application.
Click Add a platform to create a new platform configuration.
Select Single-page application.
Enter a redirect URI.
Redirect URI is the url of your Dynamics 365 environment where you have installed and are using the GetAccept MS dynamics integration.
Save authentication settings.
API Permissions
Select API permissions tab in the application.
Click Add a permission.
Select Microsoft Graph, found at the top of the screen.
Select Delegated permissions.
Search using the keyword files to view all permissions related to files.
Enable the Files.Read.All permission.
Additional permissions will be enabled automatically after you authenticate yourself using your current Microsoft account in the GetAccept integration in the following steps.
Additional permissions that will be enabled are shown below.
Enabling Sharepoint from the GetAccept integration
Select settings from the GetAccept integration.
Select Entity Relations.
Configure the entity relation between the entity/table you’re on to a document location.
Defaults are the OneToMany relations Account_SharepointDocumentLocation, Opportunity_SharepointDocumentLocation & Quote_SharepointDocumentLocation, depending on your entity.
If you’re working from another entity, or if you have a custom entity setup, you must find the correct relation to configure.
Configuring document location relation ensures that only the files that are related to a specific account will be available to be uploaded as a document or an attachment.
Relation will be referenced in the SharePoint setting in the following steps.
SharePoint Setting
Select settings from the GetAccept integration.
Select General tab.
Click Add setting on the SharepPoint setting card.
Fill in Client ID.
If connecting a single-tenant application, fill in Tenant ID as we.
Click Check API connection.
SPA popup window will appear where you must select account to use for authentication.
Select SharePoint site where your files are stored and connected to MS Dynamics.
Select Document location.
The root folder where all the folders/files for a specific entity/table are stored like account, opportunity, or quote.
Once document location is selected, GetAccept will attempt to find correct entity relations and mappings for the entity you are configuring.
If GetAccept is unsuccessful in finding entity relations and mappings, this step must be done manually.
Click Preview SharePoint files to validate settings.
Click Save.