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

SharePoint integration

Dynamics 365 - CRM and SharePoint hand in hand

With the DMS Connector for Dynamics 365 for Customer Engagement you bring together the document management system Microsoft SharePoint with Dynamics 365 - CRM and link your DMS documents with Dynamics 365 data records. Invoices, quotations, e-mail attachments or pictures can be stored in a structured manner in the DMS system, archived and, if required, shared with colleagues or partners. Benefit from the wide range of functions, which far exceed the standard.

SharePoint integration with DMS Connector for Dynamics 365 for Customer Engagement

Learn more about the functionality of the extended SharePoint integration for Microsoft Dynamics 365 - CRM with the TSO-DATA Add-on DMS Connector for Dynamics 365 for Customer Engagement

 

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

Working with SharePoint documents in Dynamics 365

Unlike the standard, the DMS Connector for Dynamics 365 for Customer Engagement makes the structure with which documents are organised in SharePoint more flexible. Folder paths with alphanumeric, unintelligible names, which by default are created by Dynamics 365 when saving data in SharePoint, give way to structured data storage.

 

Configurable Microsoft SharePoint folder structure (libraries, folders, document folders)

Individual naming allows you to determine the folder structure and storage locations of your folders, documents and files. For example, each document is automatically assigned the customer name - in the way that makes the most sense for you.

Assignment of SharePoint metadata based on Dynamics 365 metadata

Automatically populate SharePoint metadata from your existing and pre-defined Dynamics 365 metadata

 

Configurable SharePoint permissions using Dynamics 365 metadata

With the integrated authorisation management, you determine who receives which authorisation on the basis of your Dynamics 365 metadata. Dynamics 365 permissions can be transferred to SharePoint documents so that, for example, only the owner of a Dynamics 365 record is granted access permission to the attached documents in SharePoint.

 

Integrated numbering module

This plugin supports you in creating consecutive numbers for all entities and offers free configuration of the format with alphanumeric prefix. Thus it guarantees static, consistent folder names which can be used for sales opportunities, for example. In addition, an automatic adjustment at year/month change is possible and a number assignment is also possible for already existing data records.

 

Saving of Dynamics 365 online storage by exporting attachments from notes and e-mails

Note and email attachments stored in Dynamics 365 are automatically uploaded and replaced by smaller HTML link files for direct opening. The file name can be individually adapted in this process. It is also possible to upload a clickable URL file to any link, e.g. between two libraries or to the customer's website.

 

Synchronizing User Groups

Migrate your Dynamics 365 teams into SharePoint groups and/or create and delete groups quickly and easily. It is also possible to add and remove members to the groups at any time. You can also assign different permissions to different groups and manage them conveniently.

 

DMS Connector for Dynamics 365 for Customer Engagement - Prices

You can get the high functional range of our solution at the following conditions:

Production system (real system)Non-production system (test/development system)
200,00 € per month100,00 € per month

We would be pleased to make you a tailor-made offer.

Contact form

Find out more about the connection of Microsoft SharePoint to Dynamics 365 - CRM. Our experts will be happy to assist you. Do you have 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

Contact

Contact form

I agree to the collection and processing of my personal data in accordance with the data protection declaration.