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On premise Dynamics 365 CRM and SharePoint Online Intgeration
Dynamics CRM on-premises version 9.1 and SharePoint online integration is no longer functioning as expected.
Microsoft currently provides the following documentation for configuring the integration:
On-Premises CRM to SharePoint Online setup:
https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/on-prem-server-based-sharepoint-online?view=op-9-1
Claims mapping configuration:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/integration-dev/define-custom-claim-mapping-sharepoint-server-based-integration?view=op-9-1
Based on this setup, the integration works; however, when a user uploads a file from CRM to SharePoint, the file is recorded as uploaded by the SharePoint App rather than the actual user. This is the current product limitation.
Ideally, the uploaded document should retain the identity of the user performing the action, similar to how the integration behaves in Power Apps / Dataverse environments.
It would be helpful if this behavior could be addressed in a future cumulative update, along with clearer guidance to ensure the integration works consistently and records the correct user identity.
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