Dynamics 365 Configure Server Based SharePoint Integration Error – 403 Forbidden


Encountered this error while setting up the Microsoft Dynamics 365/CRM SharePoint Document Management – when trying to Enable Server-Based SharePoint Integration: Validation Status: Failed. Default Site Invalid. Dynamics 365 Configure Server Based SharePoint Integration Error – The remote server returned an error: 403 Forbidden.

<errorlog><sites>
  <site>
    <url>https://demo210111.sharepoint.com/sites/CRMTS01</url>
    <exception>The remote server returned an error: (403) Forbidden.</exception>
  </site>
</sites></errorlog>

This is due to the CRM User setting up the SharePoint integration needing the proper SharePoint Site permission in-addition to CRM security roles. Need to add the CRM User to the SharePoint Site with Edit Permission to resolve this error.

Re-ran and it is OK and no more error. Yay!

Link to Permissions required for document management tasks

Contact me if you need some Microsoft Dynamics 365 CRM Sales Customer Engagement assistance.

Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley

About Microsoft Dynamics 365 / CRM

Microsoft Dynamics 365 CRM/xRM specialist in San Francisco, CA, USA.  Awarded the Microsoft MVP Business Solutions (Dynamics 365/CRM) 12 consecutive times from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Mobile and Cloud Computing, A.I., Digital Transformation, and Business Process Management (BPM).
This entry was posted in Document Management, Dynamics 365, SharePoint Integration, Troubleshooting. Bookmark the permalink.

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