1. Getting Started

Requirements

The following system requirements are mandatory for use with the Document Management solution

• Microsoft Dynamics 365 Online v8.0 or later
• Microsoft Sharepoint Online

Download

Go to Releases to download the latest distribution of the Document Management solution.

Installation

Log on to your Dynamics 365 organisation using user with System Administrator access and install the solution.

Go through the following howto articles to get you started.

• Setup Sharepoint Configuration
• Setup Metadata Synchronisation Configuration
• Setup Attachment Configuration