Setting up a SharePoint document storage

If you are going to use SharePoint document storage for generated documents (you can choose to do so in the general Flexible Documents Setup), you need to set up this storage first. The SharePoint document storage allows you to store generated documents in a specific folder on a particular SharePoint site. 

To be able to use the SharePoint document storage in Qvaba Flexible Documents, the following must be configured:

• A new SharePoint site, library, and the corresponding document storage folder must be created.
• A new application must be registered via app registration on Azure Portal.
• Connection settings for the SharePoint document storage must be set up in Flexible Documents Setup.

Create a SharePoint site for document storage

Configuring a SharePoint site for document storage involves three stages:

1. Creating a team site in SharePoint.
2. Creating a document library in SharePoint.
3. Creating a document storage folder in the SharePoint document library.

Create a team site in SharePoint

1. Sign in to Microsoft 365. See Where to sign in to Microsoft 365.
2. In the top left corner of the page, select the app launcher icon, and then select SharePoint.
3. At the top of the SharePoint page, select + Create site and choose the Team site option.
4. Select the Standard team template.
5. Name your site, give it a description, select privacy settings, and then select Next.
6. Configure site privacy in the Privacy settings section to control who has access to your site.
7. Add the names or email addresses of anyone else you want to manage the site in the Add members box.
8. Add the names or email addresses for everyone you want to be a member of your site, and then select Finish.

Create a document library in SharePoint

1. Go to the team site where you want to create a new document library.
2. On the menu bar of your site, select New, and then select Document library.
3. In the Create new document library dialog box, you can start with a blank library, start from an existing library, or use a template.
4. In the Name dialog box, give your new library a name and description , select Create.

 

Create a document storage folder in the SharePoint document library

1. On the menu bar of your SharePoint document library, select + New, and then select Folder.
2. In the Folder dialog, enter a folder name in the Folder Name box, and then select Create.
3. If you don't see your new folder in the library, refresh your browser.
    

Register your application in Azure

 

To register an application with Microsoft Entra ID in the Azure Portal for SharePoint interaction, follow these steps:

1. Sign in to Azure Portal: https://portal.azure.com and sign in with your Azure credentials.

Register an application

2. In the left navigation pane, select App registrations and then select + New registration on the App registrations page.
3. On the App registrations page, enter your application's registration information.
4. Select Register to create the application registration. The app registration overview page is shown.
5. Add a client secret by selecting the Certificates & secrets link in the left navigation pane.

Configure platform settings

6. Under Manage, select Authentication.
7. Under Platform configurations, select Add a platform.
8. Under Configure platforms, select the tile for your application type (platform) to configure its settings.
9. Select Configure to complete the platform configuration.
10. Make sure that the following permissions are applied to your application registration:
    1. https://learn.microsoft.com/en-us/graph/api/site-get?view=graph-rest-1.0&tabs=http
    2. https://learn.microsoft.com/en-us/graph/api/drive-get?view=graph-rest-1.0&tabs=http

 

Configure connection to SharePoint document storage in Microsoft Dynamics 365 Business Central

See Flexible Documents Setup for information on how to set up connection to SharePoint document storage for Qvaba Flexible Documents.