Aprile 10, 2021

Microsoft Dynamics 365 and SharePoint integration

SharePoint integration is the best additional feature in Microsoft Dynamics 365. Normally, a Customer Relationship Management (CRM) platform wasn’t designed to use as a storage server to manage and store documents. Thus, most people would save the documents as a note on their CRM applications. But, with SharePoint integration system, Microsoft Dynamics 365 offers the best solution to manage, create and save documents. This built-in integration between Microsoft Dynamics and SharePoint is focused on saving data to the SharePoint library and manage them from Dynamics 365.


Enabling the SharePoint integration on Dynamics 365:

As the feature is built-in, so when you log in to Dynamics 365, it will prompt you with a notification to enable Server-Based SharePoint integration. To enable server-based SharePoint integration to follow these steps below:

  • Navigate to Settings>>Document Management>> and Enable server-based SharePoint integration.
  • Also, click on the yellow notification “Enable Now”,
  • A setup wizard will open where you need to put your SharePoint URL, fill the box and then click next, and follow the steps to enable SharePoint integration on your Microsoft Dynamics 365 Online.
  • If you are using Dynamics 365 on your local machine or server, it may prompt you to install Dynamic list component.


Advantages of integrating SharePoint with Microsoft Dynamics 365:

SharePoint integration changes the way how people used to know the CRM environment. Using SharePoint integration, here are some of the advantages Microsoft Dynamics 365 has to offer you:

  • SharePoint Integration is capable of syncing desktop libraries, and outlook data. So, if you have local files you need to manage via Dynamics 365, you can easily get it via SharePoint integration.
  • If you integrate SharePoint with Microsoft Delve, it will give you advance searching functionality to easily search documents from your library and manage them from Dynamics 365.
  • SharePoint integration on Microsoft Dynamics 365 allows you to use SharePoint native features as check in/ check out and version history.
  • SharePoint provides the support to work with OneNote integration on your Dynamics 365.
  • It has 10GB of space as the standard package which is more than enough to manage all your documents from one big library.

When you have your Dynamics 365 with SharePoint integration enabled, just navigate to any records and documents and open the record. It will ask you to create a folder. If you proceed, the integration will create a folder in SharePoint using the record name and individual GUID to display the folder.


Drawbacks of SharePoint Integration on Dynamics 365:

Though the integration was intended to store data on SharePoint and manage it from Dynamics 365 and the result is beyond the expectation, it still has some limitation and drawbacks, as:

  • If you, unfortunately, delete a record from Dynamics 365, it will also be deleted from SharePoint server, so you need to have a third option as a backup of your records.
  • SharePoint libraries subfolders will not be displayed on the Dynamics 365, although the documents will be visible.
  • If you delete the Dynamics 365 management application, the data will remain on the SharePoint library.

SharePoint is one of many integrations for Microsoft Dynamics 365, which plays its role perfectly. To learn about the Microsoft Dynamics 365 and SharePoint integration, check out this link.

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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