# Enable Sharepoint with GetAccept's MS Dynamics integration

Add files from your SharePoint quickly when creating contracts from MS Dynamics with GetAccept

May 9, 2025

## Table of contents
- [Add application in Entra Admin Center](https://help.getaccept.com/en/articles/11330843-enable-sharepoint-with-getaccept-s-ms-dynamics-integration#h_b3ee26bc0b)  
- [API Permissions](https://help.getaccept.com/en/articles/11330843-enable-sharepoint-with-getaccept-s-ms-dynamics-integration#h_a81a2f86ce)  
- [Enabling Sharepoint from the GetAccept integration](https://help.getaccept.com/en/articles/11330843-enable-sharepoint-with-getaccept-s-ms-dynamics-integration#h_0df8953f9c)  
- [SharePoint Setting](https://help.getaccept.com/en/articles/11330843-enable-sharepoint-with-getaccept-s-ms-dynamics-integration#h_c48460a3bf)

## Add application in Entra Admin Center

1. Register a new application in Entra Admin Center, found in **Applications -> App registrations.**  
2. If you have already done this, skip steps 1 and 2.
   
     
3. Give the application any name you want, in the examples shown here it will be named **GetAccept Integration**.
4. 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.
   
     
5. Go to the **Authentication** page in the application.
6. Click **Add a platform** to create a new platform configuration.
7. Select **Single-page application**.
   
     
8. 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.
   
     
9. Save authentication settings.

## **API Permissions**

1. Select the **API permissions** tab in the application.  
2. Click **Add a permission.**  
3. Select **Microsoft Graph**, found at the top of the screen.
   
     
4. Select **Delegated permissions.**  
5. Search using the keyword **files** to view all permissions related to files.
6. Enable the **Files.Read.All** permission.
   
     
7. Additional permissions will be enabled automatically after you authenticate yourself using your current Microsoft account in the GetAccept integration in the following steps.

## Enabling Sharepoint from the GetAccept integration

1. Select **settings** from the GetAccept integration.  
2. Select **Entity Relations**.  
3. 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

1. Select **settings** from the GetAccept integration.  
2. Select **General** tab.  
3. Click **Add setting** on the SharePoint setting card.  
   
   
4. Fill in **Client ID**.
5. If connecting a single-tenant application, fill in **Tenant ID** as well.  
6. Click **Check API connection.**  
   - SPA popup window will appear where you must select an account to use for authentication.
7. Select **SharePoint site** where your files are stored and connected to MS Dynamics.  
8. Select **Document location.**  
   - The root folder where all the folders/files for a specific entity/table are stored like account, opportunity, or quote.
   
   
9. 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.
   
   
10. Click **Preview SharePoint files** to validate settings.
   
   
11. Click **Save**.