×

Learn More

Author Box


Discuss Your Project

About Us

We are Microsoft Gold partner with its presence across the United States and India. We are a dynamic and professional IT services provider that serves enterprises and startups, helping them meet the challenges of the global economy. We offer services in the area of CRM Consultation and implementation, Application development, Mobile application development, Web development & Offshore Development.

dynamics 365 SharePoint integration

Dynamics 365 and SharePoint Integration: Boost Sales with Seamless Document Management

By Abhishek Singh / December 9, 2019

February 20, 2024
Dynamics 365 and SharePoint Integration: Boost Sales with Seamless Document Management

For businesses to grow, what is one of the most crucial factors? Being transitional. Organizations are constantly looking for ways to increase productivity and efficiency by adapting to the constant changes. Another crucial factor is ensuring that collaboration tools and platforms work together seamlessly.

In this blog post, we will discuss the benefits of integrating SharePoint with Dynamics 365 and Microsoft Teams. Specifically, we will cover how centralizing communications, file sharing, and storage can boost productivity by minimizing switching between apps and reducing friction when accessing information.

Integrating these Microsoft technologies creates a unified platform that improves workflows and saves IT departments time and money. Whether you are looking to enhance internal collaboration or consider how integrated systems can maximize productivity, this post will offer valuable insight. Let us get started:

About – Dynamics 365

Dynamics 365 is a business software program produced and supplied by Microsoft. It provides features that leverage the latest IT innovations to improve business productivity, profitability, and reduce redundancies.

Among the tools and benefits provided by Dynamics 365 include insightful data analytics, live data tracking, reporting, task automation, and enhanced communication. 

What is SharePoint?

SharePoint is a versatile collaboration platform that enables organizations to securely share information and files across teams and locations. At its core, SharePoint allows users to create customized sites, lists, libraries, and pages to organize content.

These robust out-of-the-box features make SharePoint a powerful standalone product for content management and internal collaboration. 

Exploring the capabilities of Dynamics 365:

Dynamics 365 has repeatedly proved its effectiveness for different industrial sectors. Numerous businesses are beginning to adopt it, integrating it into business procedures to improve the quality of service provided and enhance customer satisfaction. With all the benefits Dynamics 365 brings, it only gets better once you discover how to upgrade its features through integration. 

Dynamics 365 was designed to integrate seamlessly with the previous enterprise application. The combination allows Dynamics to be employed compatibly with businesses that already rely on other apps. The possibility of integrating other applications means that a company can use a single platform to complete all its tasks and transactions.

It also means that Dynamics does not need to be laden with redundant features and gives startups the ability to choose the combination of integrations that are required to solve their unique problems. D365 can be integrated with host enterprise applications including SharePoint, Office 365, WordPress, and Power Apps.

Also, read: Mastering the Dynamics 365 Implementation: A Step-by-Step Guide

What is the significance of integrating Dynamics 365?

For many businesses, Dynamics 365 applications operate in silos, disconnected from other critical systems. This fragmentation creates major pain points:

  • Inconsistent data spread across departments  
  • Lack of real-time data flows between systems  
  • Manual processes to transfer data between large, disconnected data sets  
  • Duplicative data entry and cumbersome workflows  
  • Excessive time spent on routine tasks versus strategic initiatives  
  • Limited visibility into cross-departmental operations  

Integrating Dynamics 365 with related systems solves these challenges and unlocks significant value. Tight integration enables real-time, bi-directional data flows between D365 and complementary applications.

This breaks down data silos, eliminates duplicative manual work, and provides comprehensive visibility across integrated systems. 

With integrated systems, it can transfer and synchronize data in real time with CRM tools, ERP platforms, inventory management apps, and other business-critical applications. Workflows become streamlined and automated. Teams gain complete, up-to-date information to collaboratively make informed decisions. 

Also, read: Dynamics 365 Integration: Streamlining Business Processes with Seamless Connectivity

Dynamics 365 Integration with SharePoint:

Among the integration options listed above, SharePoint integration stands out with businesses that improve data management, file processing, and enhanced teamwork. The primary benefit of Dynamics 365 and SharePoint integration is the improved file organization combined with a CRM system.  

SharePoint also provides a better, larger, and more dynamic storage system that provides the need for various business documents. Dynamics 365 SharePoint integration is popular among businesses, not just for the benefits but also for the ease of setting up as Microsoft designs both products.  

There are four types of integration:  

  • Dynamics CRM and SharePoint Online  
  • Dynamics CRM Online and SharePoint On-premises  
  • Dynamics CRM On-premises and SharePoint Online  
  • Dynamics CRM and SharePoint On-premises  

How to Setup?

Access Settings, then Document Management, activate and complete the configuration with the configuration wizard.

A SharePoint URL portal would be required to provide a location for storing documents and folders once the configuration is complete.

For Document Management, go back to Settings, Document Management, and Document Management settings. Ensure that SharePoint and Dynamics 365 are in the same Office 365 tenant.

The Server-based integration for online packages uses an Entity Display name (such as Contact, Account, Task) to build the SharePoint archive.

This format ensures that saved documents relating to an Account, for example, would be stored and displayed under the Account Folder and others in the record ID folder. 

This system allows you to link a saved document to related entities, groups, and other documents. Integrating Dynamics 365 with SharePoint provides a compatible interface that makes SharePoint features and tools available on D365. An added advantage of activating the Server-based integration is that it also allows you to integrate OneDrive and OneNote.

You need to approve the integration of both SharePoint. The integration sets up an access point to your SharePoint account from an external source. To ensure security and protect your files, SharePoint requires you to make authorization before the integration can be completed.

If Full Access is not authorized on SharePoint Administration settings for Unmanaged devices, you may get an Unauthorized response from SharePoint.

This error message is usually because the Full Access setting had not been authorized, so SharePoint would restrict specific devices that try to access the platform through Dynamics CRM.

Also, read: Empowering Your Business: Embracing Dynamics 365 Benefits

Benefits of Dynamics 365 SharePoint Integration:

Integration between Dynamics and SharePoint makes new features possible that would enhance your productivity and effectiveness. The following are examples of what is possible after integration:

  1. Centralized Platform:
    Once the integration is complete, a particular library is created for each Entity that is set up for Document Management. The folder automatically records all files and allows for innovative file linking. A central platform enhances data communication, reporting, and collaboration. Users can view and work on business documents from both SharePoint and Dynamics 365.
  2. Enhanced Teamwork and Collaboration:
    Different teams can collaborate to work on a particular project. Online integration allows the collaboration to go on in real-time, with edits and revisions available to all sides. SharePoint also allows you to engage non-CRM teams and leverage their abilities to improve productivity.
  3. Larger Storage for Less:
    Dynamics CRM provides 5 GB storage and extra storage for $10 per GB. On the other hand, SharePoint provides 10 GB and extra storage for $.20 per GB. Storing diverse types of files can slowly accumulate to exceed what is initially available. Integrating Dynamics with SharePoint will enable you to take advantage of the larger storage provided by SharePoint and the cheaper storage upgrade costs.
  4. Regular Updates:
    Cloud access ensures that features and programs are regularly updated. Microsoft would quickly provide software patches to correct bugs and fix errors. 
  5. Increased Mobility:
    Different teams and agents can maintain productivity. The central platform provided by the integration can be accessed by any device, making documents and data available to them.  
  6. Additional Syncing:
    You can synchronize your SharePoint library with your desktop library, Outlook, and Microsoft Delve. This allows you to work offline and provide data access for partners that are not on Dynamics 365. Microsoft Delve offers you smarter search functions to shift through documents, tags, and files.  
  7. Check-In/Check-Out feature:
    The integration provides you with a creative document management feature. With this feature, you can monitor file editing and history. 
  8. Enhanced File management and linking:
    This will help you to effectively manage and organize your files and sort them according to certain tags as you desire. You can structure your folder based on Account or Entity. Based on your choice, files can be linked and easily connected. Thus, an innovative map is created, making it easy to find useful connections, data, and trends. 

Also, read: Guide on Migrating Your Legacy Data to Dynamics 365 Business Central 

Conclusion

Dynamics 365 is an excellent business tool that helps startups scale and increases the quality of the service they provide. Innovative features supplied in the CRM make it easy to leverage information for making quick decisions and designing and implementing effective projects. Integrating SharePoint will offer extra features to improve Dynamics 365 data and file management. The monetary and effectiveness benefits certify Dynamics/SharePoint integration for businesses of every size. 

Integrating Dynamics 365 and SharePoint: The Cynoteck Advantage

Many organizations use Microsoft Dynamics 365 for CRM and SharePoint for content management and collaboration. Integrating these two powerful platforms can maximize productivity and streamline business processes. This is where Cynoteck can help. 

With over 15 years of experience delivering Dynamics 365 and SharePoint solutions, Cynoteck has the expertise to seamlessly connect your CRM and content management systems. Our consultants follow proven methodologies and best practices to integrate Dynamics 365 and SharePoint, tailoring the integration to meet your unique business needs.  

We also provide ongoing support and maintenance to ensure your integrated Dynamics 365 and SharePoint environment continues to meet your changing needs.     

With Cynoteck, you get the right guidance and technical skills to maximize the value of Dynamics 365 and SharePoint. We enable seamless integration between platforms, surfacing CRM data in SharePoint, automating workflows across systems, and creating unified portals and dashboards. 

To learn more about our Dynamics 365 and SharePoint integration services, contact us today. Our experts are ready to partner with you and help you.     

Also, read: How can you Increase Sales with Dynamics 365 Business Central?

Frequently Asked Questions:

Q. What are the key benefits of integrating Dynamics 365 with SharePoint?  

Integrating Dynamics 365 with SharePoint enhances collaboration and data management by allowing seamless sharing of information between the two platforms. This integration streamlines document management, improves version control, and provides a centralized repository for all relevant data, leading to increased productivity and efficiency.     

Q. How can we associate Dynamics 365 records with SharePoint documents?  

You can associate Dynamics 365 records with SharePoint documents using the native integration capabilities. Within Dynamics 365, navigate to the record you want to link, go to the Documents tab, and use the 'SharePoint' option to connect with relevant documents. This ensures that relevant files are easily accessible from within the Dynamics 365 interface.     

Q. Can we automate workflows between Dynamics 365 and SharePoint?  

Yes, automation is a powerful aspect of integrating Dynamics 365 with SharePoint. By leveraging Power Automate (formerly Microsoft Flow), you can create workflows that automate tasks and processes between the two platforms. For example, you can automate document approval processes, trigger actions based on Dynamics 365 events, and ensure data consistency across both systems.     

Q. What security measures are in place when integrating Dynamics 365 with SharePoint?     

Security is a top priority in the integration of Dynamics 365 with SharePoint. The integration respects the security settings of each platform, ensuring that users only have access to the data and documents they are authorized to view or modify. This means that Dynamics 365 security roles and SharePoint permissions work seamlessly together to maintain data integrity.     

Q. How does integrating Dynamics 365 with SharePoint enhance reporting and analytics?  

The integration enhances reporting and analytics by providing a unified view of data stored in both Dynamics 365 and SharePoint. With consolidated data, you can create comprehensive reports and dashboards that offer insights into customer interactions, document statuses, and overall business performance. This integration facilitates informed decision-making by providing a comprehensive view on your organization's data.  

[sc name="Dynamics 365"] [add_newsletter] [add_related_page_diff_contents blog_cat = "microsoft-dynamics-365"]

For businesses to grow, what is one of the most crucial factors? Being transitional. Organizations are constantly looking for ways to increase productivity and efficiency by adapting to the constant changes. Another crucial factor is ensuring that collaboration tools and platforms work together seamlessly.

In this blog post, we will discuss the benefits of integrating SharePoint with Dynamics 365 and Microsoft Teams. Specifically, we will cover how centralizing communications, file sharing, and storage can boost productivity by minimizing switching between apps and reducing friction when accessing information.

Integrating these Microsoft technologies creates a unified platform that improves workflows and saves IT departments time and money. Whether you are looking to enhance internal collaboration or consider how integrated systems can maximize productivity, this post will offer valuable insight. Let us get started:

About – Dynamics 365

Dynamics 365 is a business software program produced and supplied by Microsoft. It provides features that leverage the latest IT innovations to improve business productivity, profitability, and reduce redundancies.

Among the tools and benefits provided by Dynamics 365 include insightful data analytics, live data tracking, reporting, task automation, and enhanced communication. 

What is SharePoint?

SharePoint is a versatile collaboration platform that enables organizations to securely share information and files across teams and locations. At its core, SharePoint allows users to create customized sites, lists, libraries, and pages to organize content.

These robust out-of-the-box features make SharePoint a powerful standalone product for content management and internal collaboration. 

Exploring the capabilities of Dynamics 365:

Dynamics 365 has repeatedly proved its effectiveness for different industrial sectors. Numerous businesses are beginning to adopt it, integrating it into business procedures to improve the quality of service provided and enhance customer satisfaction. With all the benefits Dynamics 365 brings, it only gets better once you discover how to upgrade its features through integration. 

Dynamics 365 was designed to integrate seamlessly with the previous enterprise application. The combination allows Dynamics to be employed compatibly with businesses that already rely on other apps. The possibility of integrating other applications means that a company can use a single platform to complete all its tasks and transactions.

It also means that Dynamics does not need to be laden with redundant features and gives startups the ability to choose the combination of integrations that are required to solve their unique problems. D365 can be integrated with host enterprise applications including SharePoint, Office 365, WordPress, and Power Apps.

Also, read: Mastering the Dynamics 365 Implementation: A Step-by-Step Guide

What is the significance of integrating Dynamics 365?

For many businesses, Dynamics 365 applications operate in silos, disconnected from other critical systems. This fragmentation creates major pain points:

  • Inconsistent data spread across departments  
  • Lack of real-time data flows between systems  
  • Manual processes to transfer data between large, disconnected data sets  
  • Duplicative data entry and cumbersome workflows  
  • Excessive time spent on routine tasks versus strategic initiatives  
  • Limited visibility into cross-departmental operations  

Integrating Dynamics 365 with related systems solves these challenges and unlocks significant value. Tight integration enables real-time, bi-directional data flows between D365 and complementary applications.

This breaks down data silos, eliminates duplicative manual work, and provides comprehensive visibility across integrated systems. 

With integrated systems, it can transfer and synchronize data in real time with CRM tools, ERP platforms, inventory management apps, and other business-critical applications. Workflows become streamlined and automated. Teams gain complete, up-to-date information to collaboratively make informed decisions. 

Also, read: Dynamics 365 Integration: Streamlining Business Processes with Seamless Connectivity

Dynamics 365 Integration with SharePoint:

Among the integration options listed above, SharePoint integration stands out with businesses that improve data management, file processing, and enhanced teamwork. The primary benefit of Dynamics 365 and SharePoint integration is the improved file organization combined with a CRM system.  

SharePoint also provides a better, larger, and more dynamic storage system that provides the need for various business documents. Dynamics 365 SharePoint integration is popular among businesses, not just for the benefits but also for the ease of setting up as Microsoft designs both products.  

There are four types of integration:  

  • Dynamics CRM and SharePoint Online  
  • Dynamics CRM Online and SharePoint On-premises  
  • Dynamics CRM On-premises and SharePoint Online  
  • Dynamics CRM and SharePoint On-premises  

How to Setup?

Access Settings, then Document Management, activate and complete the configuration with the configuration wizard.

A SharePoint URL portal would be required to provide a location for storing documents and folders once the configuration is complete.

For Document Management, go back to Settings, Document Management, and Document Management settings. Ensure that SharePoint and Dynamics 365 are in the same Office 365 tenant.

The Server-based integration for online packages uses an Entity Display name (such as Contact, Account, Task) to build the SharePoint archive.

This format ensures that saved documents relating to an Account, for example, would be stored and displayed under the Account Folder and others in the record ID folder. 

This system allows you to link a saved document to related entities, groups, and other documents. Integrating Dynamics 365 with SharePoint provides a compatible interface that makes SharePoint features and tools available on D365. An added advantage of activating the Server-based integration is that it also allows you to integrate OneDrive and OneNote.

You need to approve the integration of both SharePoint. The integration sets up an access point to your SharePoint account from an external source. To ensure security and protect your files, SharePoint requires you to make authorization before the integration can be completed.

If Full Access is not authorized on SharePoint Administration settings for Unmanaged devices, you may get an Unauthorized response from SharePoint.

This error message is usually because the Full Access setting had not been authorized, so SharePoint would restrict specific devices that try to access the platform through Dynamics CRM.

Also, read: Empowering Your Business: Embracing Dynamics 365 Benefits

Benefits of Dynamics 365 SharePoint Integration:

Integration between Dynamics and SharePoint makes new features possible that would enhance your productivity and effectiveness. The following are examples of what is possible after integration:

  1. Centralized Platform:
    Once the integration is complete, a particular library is created for each Entity that is set up for Document Management. The folder automatically records all files and allows for innovative file linking. A central platform enhances data communication, reporting, and collaboration. Users can view and work on business documents from both SharePoint and Dynamics 365.
  2. Enhanced Teamwork and Collaboration:
    Different teams can collaborate to work on a particular project. Online integration allows the collaboration to go on in real-time, with edits and revisions available to all sides. SharePoint also allows you to engage non-CRM teams and leverage their abilities to improve productivity.
  3. Larger Storage for Less:
    Dynamics CRM provides 5 GB storage and extra storage for $10 per GB. On the other hand, SharePoint provides 10 GB and extra storage for $.20 per GB. Storing diverse types of files can slowly accumulate to exceed what is initially available. Integrating Dynamics with SharePoint will enable you to take advantage of the larger storage provided by SharePoint and the cheaper storage upgrade costs.
  4. Regular Updates:
    Cloud access ensures that features and programs are regularly updated. Microsoft would quickly provide software patches to correct bugs and fix errors. 
  5. Increased Mobility:
    Different teams and agents can maintain productivity. The central platform provided by the integration can be accessed by any device, making documents and data available to them.  
  6. Additional Syncing:
    You can synchronize your SharePoint library with your desktop library, Outlook, and Microsoft Delve. This allows you to work offline and provide data access for partners that are not on Dynamics 365. Microsoft Delve offers you smarter search functions to shift through documents, tags, and files.  
  7. Check-In/Check-Out feature:
    The integration provides you with a creative document management feature. With this feature, you can monitor file editing and history. 
  8. Enhanced File management and linking:
    This will help you to effectively manage and organize your files and sort them according to certain tags as you desire. You can structure your folder based on Account or Entity. Based on your choice, files can be linked and easily connected. Thus, an innovative map is created, making it easy to find useful connections, data, and trends. 

Also, read: Guide on Migrating Your Legacy Data to Dynamics 365 Business Central 

Conclusion

Dynamics 365 is an excellent business tool that helps startups scale and increases the quality of the service they provide. Innovative features supplied in the CRM make it easy to leverage information for making quick decisions and designing and implementing effective projects. Integrating SharePoint will offer extra features to improve Dynamics 365 data and file management. The monetary and effectiveness benefits certify Dynamics/SharePoint integration for businesses of every size. 

Integrating Dynamics 365 and SharePoint: The Cynoteck Advantage

Many organizations use Microsoft Dynamics 365 for CRM and SharePoint for content management and collaboration. Integrating these two powerful platforms can maximize productivity and streamline business processes. This is where Cynoteck can help. 

With over 15 years of experience delivering Dynamics 365 and SharePoint solutions, Cynoteck has the expertise to seamlessly connect your CRM and content management systems. Our consultants follow proven methodologies and best practices to integrate Dynamics 365 and SharePoint, tailoring the integration to meet your unique business needs.  

We also provide ongoing support and maintenance to ensure your integrated Dynamics 365 and SharePoint environment continues to meet your changing needs.     

With Cynoteck, you get the right guidance and technical skills to maximize the value of Dynamics 365 and SharePoint. We enable seamless integration between platforms, surfacing CRM data in SharePoint, automating workflows across systems, and creating unified portals and dashboards. 

To learn more about our Dynamics 365 and SharePoint integration services, contact us today. Our experts are ready to partner with you and help you.     

Also, read: How can you Increase Sales with Dynamics 365 Business Central?

Frequently Asked Questions:

Q. What are the key benefits of integrating Dynamics 365 with SharePoint?  

Integrating Dynamics 365 with SharePoint enhances collaboration and data management by allowing seamless sharing of information between the two platforms. This integration streamlines document management, improves version control, and provides a centralized repository for all relevant data, leading to increased productivity and efficiency.     

Q. How can we associate Dynamics 365 records with SharePoint documents?  

You can associate Dynamics 365 records with SharePoint documents using the native integration capabilities. Within Dynamics 365, navigate to the record you want to link, go to the Documents tab, and use the ‘SharePoint’ option to connect with relevant documents. This ensures that relevant files are easily accessible from within the Dynamics 365 interface.     

Q. Can we automate workflows between Dynamics 365 and SharePoint?  

Yes, automation is a powerful aspect of integrating Dynamics 365 with SharePoint. By leveraging Power Automate (formerly Microsoft Flow), you can create workflows that automate tasks and processes between the two platforms. For example, you can automate document approval processes, trigger actions based on Dynamics 365 events, and ensure data consistency across both systems.     

Q. What security measures are in place when integrating Dynamics 365 with SharePoint?     

Security is a top priority in the integration of Dynamics 365 with SharePoint. The integration respects the security settings of each platform, ensuring that users only have access to the data and documents they are authorized to view or modify. This means that Dynamics 365 security roles and SharePoint permissions work seamlessly together to maintain data integrity.     

Q. How does integrating Dynamics 365 with SharePoint enhance reporting and analytics?  

The integration enhances reporting and analytics by providing a unified view of data stored in both Dynamics 365 and SharePoint. With consolidated data, you can create comprehensive reports and dashboards that offer insights into customer interactions, document statuses, and overall business performance. This integration facilitates informed decision-making by providing a comprehensive view on your organization’s data.  

Microsoft Dynamics 365 Consulting

Cynoteck Technology is a leading expert on Microsoft Dynamics 365 and we provide an array of Dynamics 365 Consulting Services to all size of businesses. Get in touch with us for latest updates on Dynamics 365.



guest
0 Comments
Inline Feedbacks
View all comments
0
Would love your thoughts, please comment.x
()
x