Microsoft Dynamics 365 and SharePoint are powerful tools on their own—but when integrated, they unlock a new level of efficiency, document management, and collaboration. In this guide, we’ll explore the benefits, common use cases, and best practices for Dynamics 365 SharePoint integration. Whether you’re looking to improve your document storage, enhance team productivity, or streamline workflows, this post covers everything you need to know.
What is Dynamics 365 SharePoint Integration?
Dynamics 365 SharePoint integration connects your CRM system with SharePoint’s document management capabilities. This allows you to store and manage documents related to CRM records directly in SharePoint—without leaving Dynamics 365.
This integration is ideal for businesses that deal with large volumes of documents and need secure, centralized, and scalable storage.
Key Benefits of Dynamics 365 SharePoint Integration
Here are the main advantages of integrating Dynamics 365 with SharePoint:
1. Efficient Document Management
Store documents in SharePoint instead of inside Dynamics 365, reducing your storage costs. SharePoint’s robust document library features also enable better version control, metadata tagging, and search capabilities.
2. Cost Savings
Dynamics 365 storage can be expensive. SharePoint provides a more affordable alternative, helping companies cut costs significantly while maintaining performance.
3. Improved Collaboration
SharePoint makes it easier to collaborate on documents with version control, co-authoring, and access permissions.
4. Secure and Compliant File Storage
Use SharePoint’s advanced compliance features—such as audit trails, encryption, and retention policies—to meet industry standards.
5. Scalable File Storage
Unlike Dynamics 365, SharePoint offers more generous and flexible file storage, which scales as your business grows.
Common Use Cases
| Use Case | Description | Benefit |
|---|---|---|
| Customer Onboarding | Store customer contracts, forms, and legal documents in SharePoint linked to customer records in Dynamics 365. | Centralized documentation and faster onboarding. |
| Sales Document Storage | Save quotes, proposals, and presentations in SharePoint folders tied to specific opportunities. | Easy access and version tracking for sales teams. |
| Project Management | Store project-related documents in SharePoint while managing tasks in Dynamics 365. | Streamlined document collaboration and task tracking. |
| Compliance and Auditing | Use SharePoint to track and archive compliance-related files linked to CRM entities. | Better record-keeping and simplified audits. |
Best Practices for Dynamics 365 SharePoint Integration
Follow these proven best practices to ensure a successful integration:
1. Use Folder Structure Wisely
Organize documents by entities (e.g., Account, Contact, Opportunity) and define a naming convention for folders. This keeps your SharePoint library clean and searchable.
2. Set Proper Permissions
Use role-based access controls and sync them with Dynamics 365 security roles to ensure the right people access the right documents.
3. Enable Metadata and Tagging
Leverage SharePoint’s metadata tagging to make documents easier to search and categorize.
4. Monitor Storage and Performance
Regularly audit your SharePoint storage usage to avoid overloading the system or hitting limits.
5. Automate Workflows with Power Automate
Integrate Microsoft Power Automate to create automated document workflows—like alerts, approvals, or notifications.
Sky Soft Connection: Expert Help with Dynamics 365 and SharePoint Integration
At Sky Soft Connection, we specialize in custom Dynamics 365 solutions and SharePoint development. Our experts can help you:
- Seamlessly integrate Dynamics 365 with SharePoint
- Customize document management workflows
- Ensure compliance and security configurations
- Set up user-friendly folder structures and metadata fields
- Automate routine tasks using Power Automate
We’ve delivered 40,000+ hours of successful projects for businesses across oil & gas, construction, healthcare, and manufacturing.
Case Example:
A leading oilfield services company faced high Dynamics 365 storage costs. We helped them move all documentation to SharePoint while linking it to CRM records. Result: 38% reduction in annual storage costs and 25% faster team collaboration.
Final Thoughts
Integrating Dynamics 365 with SharePoint is a smart move for any organization looking to streamline document storage, save on CRM costs, and enhance team collaboration. With the right setup and best practices in place, you can unlock the full potential of both platforms.
Ready to get started? Sky Soft Connection offers tailored services to help you integrate, configure, and optimize Dynamics 365 SharePoint integration to match your business needs.
Readmore : mastering workflow automation with microsoft power automate
FAQ’s
Yes, it’s included in your Dynamics 365 and SharePoint licenses. However, setup and configuration may require technical expertise.
Absolutely. Sky Soft Connection helps configure role-based security syncing Dynamics roles with SharePoint permissions.
Not if done correctly. In fact, it improves performance by offloading file storage from Dynamics 365.
