Connection of SharePoint to Dynamics 365 - CRM
Connection of SharePoint to Dynamics 365 - CRM
Connection of SharePoint to Dynamics 365 - CRM

SharePoint integration with DMS Connector for Dynamics 365 for Customer Engagement

CRM Dynamics 365 and SharePoint hand-in-hand

We bring Microsoft SharePoint as a document management system together with Dynamics 365 and link your DMS documents with CRM data records. Invoices, quotations, e-mail attachments or images can be stored and archived in a structured manner in the DMS system and shared with colleagues or partners as required. Benefit from the wide range of functions that go far beyond the standard.

DMS Connector - short overview

  • Working with SharePoint documents in Dynamics 365
  • Configurable Microsoft SharePoint folder structure (libraries, folders, document sets)
  • Assign SharePoint metadata using Dynamics 365 metadata
  • Configurable SharePoint permissions based on Dynamics 365 metadata
  • Integrated automatic numbering module
  • Save Dynamics 365 online storage by exporting attachments from notes and emails
  • Synchronization of user groups between Dynamics 365 teams and SharePoint groups

CRM DMS Connector - Video

SharePoint integration with the DMS Connector

Learn more about the functionality of the advanced SharePoint integration for Microsoft Dynamics 365 - with the TSO-DATA add-on "DMS Connector".

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Find out more about the connection of Microsoft SharePoint to Dynamics 365 for Customer Engagement. Our experts will be happy to assist you. Do you have any questions or would you like to tell us something? Please use the contact form below. We look forward to your message.

David Eggenhofer

Sales Microsoft Dynamics 365

+ 49 (541) 1395-707


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