Introduction

SharePoint is a Microsoft platform used to store files, manage data, and help teams work together easily. If you are working with Power Platform or Dynamics 365, SharePoint is often used to store documents, manage lists, and share information across teams.

Creating a SharePoint site is simple, but understanding how it works makes it much easier to use later. In this guide, we will go step by step in a simple way.

What is a SharePoint Site?

A SharePoint site is like a workspace where you can store documents, manage data, share updates, and collaborate with your team.

It is commonly used for:

📂 Document storage
👥 Team collaboration
📊 Data tracking using lists
⚡ Power Platform integrations
📢 Internal communication

Types of SharePoint Sites

👥 Team Site

Team Site is mainly used for collaboration. Teams use it to share files, track tasks, and work together on projects.

Common uses:

Project documents
Team data tracking
CRM document integration
Internal collaboration

Team Site Screenshot

📢 Communication Site

Communication Site is used to share information with a large group of people. It is more about announcements, news, or company updates rather than daily teamwork.

Common uses:

Company announcements
Internal portals
News updates
Department information sharing

Communication Site Screenshot

SharePoint vs Other Databases

Feature	SharePoint	Dataverse	SQL Database
Document Storage	Very Good	Limited	Not Recommended
Structured Data	Good	Excellent	Excellent
Power Platform Integration	Easy	Native	Needs Setup
Best Use	Documents & Simple Data	Business Applications	Complex Data Systems

SharePoint Lists

A SharePoint List is like a table where you can store structured data. It works similarly to Excel but with more control, sharing, and automation support.

Common data types supported:

📝 Single line text
📄 Multiple line text
🔢 Number
📅 Date & Time
✔ Yes/No
👤 Person or Group
📎 Attachment
📊 Choice (Dropdown)
🔗 Hyperlink

Lists are often used as a data source in Power Apps and Power Automate.

Document Library

A Document Library is where files are stored in SharePoint. You can upload documents, organize them, control permissions, and track version history.

It is commonly used for:

📂 Document storage
📑 Version tracking
🔐 Permission control
📎 Dynamics 365 document integration

How to Create a SharePoint Site (Step-by-Step)

Step 1 – Open SharePoint

Go to office.com, sign in, and open SharePoint from the app launcher.

Step 2 – Click Create Site

You will see two options:

Team Site
Communication Site

Select the one that best suits your needs.

Step 3 – Choose Template

Select a modern template from Microsoft, or go with the default Standard Team template.

Step 4 – Enter Site Details

Provide the following details while creating your SharePoint site:

Site Name – The name of your SharePoint site.
Description – Short info about the purpose of the site (optional but helpful).
Privacy Settings – Choose who can access the site:
- Private – Only selected members can access the site.
- Public – Anyone in your organization can view the site.
Language – Select your preferred site language (cannot be changed easily later).

Step 5 – Add Members

Add owners and members who will access the site.

Click Finish, and your SharePoint site will be ready to use. Now you can create lists, upload documents, customize pages, and connect them with Power Platform or Dynamics 365.

✨ Remember:

No need to make everything perfect from day one. Just start using SharePoint, try things out, and slowly you’ll get comfortable with it. 🙂

While working on a Dynamics 365 project, I faced a strange issue that looked serious at first, but in reality did not block any functionality. Still, it was confusing for users and needed to be fixed. In this post, I’ll explain what happened, why it happened, and how I resolved it.

The Issue

Some users reported that when they tried to switch apps within Dynamics 365, an error popup appeared on the screen.

Warning Message:
An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.

Important points:

The error appeared during app switching
The app still loaded successfully
Users were able to continue their work
No functionality was broken

So technically nothing failed, but the popup confused users.

Why This Was a Problem

Even though users could continue working, the error message:

Created confusion
Made users think something was wrong
Generated unnecessary support questions

From a project and user experience point of view, this was not something to ignore.

Initial Checks

I started with basic troubleshooting:

Browser console logs
Network tab
Plugin trace logs

Nothing useful showed up. No clear error, no table name, no hint. That’s when it became clear this was most likely a security-related issue.

Observing the Pattern

After testing with different users, one pattern was clear:

Users with custom security roles saw the error
System Administrators did not

This confirmed that the issue was related to security roles.

Root Cause: Missing Privilege in Custom Security Role

After reviewing the custom security role, I found the issue.

One of the tables required by the app did not have Read permission for that role.

Even though:

The table was not directly used by the user
The app still opened

Dynamics 365 checks access to required tables during app loading. If any required privilege is missing, it may show a generic error popup.

This missing privilege was not captured in the browser console, which made debugging harder.

Dynamics 365 security role missing read privilege

How I Fixed It

Once the cause was clear, the fix was simple.

Go to Settings → Security → Security Roles
Open your custom security role
Search for the Role table (Display Name: Security Role)
Provide Read permission at Global level
Save and publish the security role
Ask the user to refresh the browser and switch the app again

After this change, the error popup stopped appearing.

Tips to Avoid This Issue

Always test apps using real business user roles
Review security roles when new apps or components are added
If no console error appears, check security roles first
Compare working and non-working roles to spot missing privileges
Do not ignore error popups even if functionality works

Do Bhai Techie

📘 How to Create a SharePoint Site – Step-by-Step Guide