What is the Microsoft recommended way to integrate between Dynamics CRM/365 and SharePoint Online when some customisation is required?
The only out of the box way to integrate Dynamics 365 and SharePoint online is to use the out of the box features: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-dynamics-365-online-to-use-sharepoint-online
However, from a SharePoint perspective this lacks a lot of best practices and doesn't support any customizations:
- One library with a folder per entity
- By default a guid is attached to the folder name
- No customizations
- No metadata
My personal approach is to use a custom provisions for SharePoint and use the default integration to connect the two. I tend to use Azure Functions for this. See my blog post for more detail: https://www.oak3.org/azure/creating-sharepoint-site-dynamics-crm-azure-functions/
If your organizations wish to deploy for the first time or upgrade to server-based SharePoint integration. After you enable server-based SharePoint integration, you can’t revert to the previous client-based authentication method.
You review the docs Set up Dynamics 365 (online) to use SharePoint Online.
If you can’t use server-based SharePoint integration, you must install the Microsoft Dynamics CRM List Component to get document management functionality. The Microsoft Dynamics CRM List Component is a SharePoint solution that you upload and activate on a SharePoint site collection. This feature uses a client-to-SharePoint Server strategy to authenticate and transmit data.
You can review docs Configure SharePoint integration using the list component.