Skip to Content
TutorialsDynamics 365 GuidesNDIS GuidesNDIS Participant User GuideSharePoint for NDIS Participant

Microsoft Dynamics 365 NDIS SharePoint

SharePoint for NDIS Participant

Each Participant record will have its own dedicated Folder on a SharePoint site which Is connected with Dynamics. The structure of the Folders is, for each Participant — you will see two folders:

  • Authorized Folder — For content that needs to be restricted.

  • Allowed Folder — For content that does not require any authorization.



DSW will access only the Allowed Folders.

These can be directly accessed via the Participant record as well as in Dynamics. Also, a user with access to both folders can toggle between the sections using the Document Locations as highlighted in the following screenshot:



Last updated on
Participant SetupService Agreement Setup