SharePoint Document Management -

structured, integrated, compliant

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Microsoft SharePoint is the central platform for documents, knowledge, and collaboration in Microsoft 365. As a document management system (DMS), SharePoint enables structured storage, fast search, clear permissions, and transparent versioning.

With TSO-DATA’s own solutions such as the Power Pack, you can extend SharePoint with preconfigured structures and automated processes for a quick start.
The DMS Connector also enables seamless integration with Microsoft Dynamics 365 Business Central.

What does SharePoint offer as a DMS?


Central document storage

All documents are stored in structured libraries and made centrally accessible


Versioning & traceability

 

Changes are automatically versioned so that it is always possible to track who made which changes.


Permissions & access

 

Documents and areas can be shared specifically with teams, departments, or external partners.


Fast search & metadata

 

Users can find relevant information quickly using metadata and full-text search.


Quickly implement SharePoint as a DMS

 

Would you like to use SharePoint as a structured document management system without a long concept phase?

With the SharePoint Power Pack, you get a ready-to-use standard for document storage, permissions, and processes—especially designed for companies using Microsoft Dynamics 365 Business Central.

 

Power Pack

How can you make SharePoint legally compliant (audit-proof)?

 

 

SharePoint can manage documents in an audit-proof manner when key features are properly configured.

 

Key components:

  • Retention labels for legal retention requirements
  • Versioning for traceability
  • Defined permission structures
  • Automation using Power Automate

 

Note:
Without clear rules for retention and versioning, compliance gaps may arise, which can lead to legal risks.


More info

Solutions from TSO-DATA

SharePoint Power Pack – fast standard for Business Central

 

The SharePoint Power Pack extends SharePoint with preconfigured structures for purchasing, sales, and items, as well as a proven permission concept.

Benefits:

  • Ready-to-use document structure
  • Reduced implementation time
  • Proven standard for Business Central


SharePoint Power Pack

DMS Connector – use SharePoint directly in Business Central

 

The DMS Connector seamlessly connects SharePoint with Microsoft Dynamics 365 Business Central and enables automated document storage directly from the ERP system.

Features:

  • One-click automatic archiving
  • Metadata-based assignment
  • Drag & drop storage from Business Central


DMS Connector ERP

DMS Connector – use SharePoint directly in Dynamics 365 CRM

 

The DMS Connector for Dynamics 365 Customer Engagement connects SharePoint seamlessly with your CRM and enables automated document storage directly from the CRM system.

Features:

  • Easy drag & drop storage
  • Use of SharePoint metadata
  • Configurable SharePoint folder structure


DMS Connector CRM

Additional use cases for SharePoint

Automate processes with SharePoint

Recurring processes such as invoice approvals, vacation and travel requests, or document approvals can be automated in SharePoint using Power Automate..

 

Automatisation

Project organization with Microsoft Teams

With Microsoft SharePoint and Microsoft Teams, you can organize projects centrally, structure documents, and enable clear collaboration across all stakeholders.

 

SharePoint & Teams

Intranet for communication and knowledge

A modern intranet based on Microsoft SharePoint centralizes information, documents, and communication on one platform. Employees collaborate more efficiently.

 

Intranet

Contract management with skybow

Save time, reduce risks, and improve efficiency - skybow contract management simplifies license management with centralized data, email alerts, and easy tracking

 

skybow for SharePoint

Suitability and use of SharePoint

 

Is SharePoint suitable as a DMS for you?

 

You have:

  • many documents in your company
  • multiple departments or locations
  • increasing compliance requirements
  • a need for integration with ERP systems

If several of these apply, SharePoint combined with TSO-DATA solutions is a scalable and future-proof choice.

Use SharePoint in a structured and secure way

Whether you want to optimize your existing SharePoint environment or introduce it as a DMS, we support you with proven solutions and many years of experience in the Microsoft ecosystem.
Request your live demo now or schedule a consultation.

Andreas Blom

Sales Microsoft SharePoint

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FAQ - Frequently Asked Questions

SharePoint is a collaborative platform from Microsoft for document management, collaboration, and intranet solutions. It is part of Microsoft 365 and closely integrated with Teams, OneDrive, and Outlook.

SharePoint serves as a central platform for managing, structuring, and archiving documents.

SharePoint can be used in an audit-proof manner if features such as versioning, retention, and permissions are properly configured.

Retention labels define how long documents must be kept and when they may be deleted.

Yes, for example via the TSO-DATA DMS Connector, which creates a direct connection between ERP and SharePoint.

Metadata is additional information about files, such as project, customer, or document type.