Microsoft SharePoint Integration with Dynamics 365: Is It a Good Idea?

SharePoint Integration with Dynamics 365
25 Oct 2021


Are you making the most of Dynamics 365 and SharePoint capabilities that are installed in your business environment? If not, it’s time for you to consider a SharePoint Integration with Dynamics 365. 

Keep in mind that document and record management is one of the most important areas of your organization that you should never overlook. As a result of the Dynamics 365 and SharePoint integration, the business criteria are expanded by adding functionality. The major benefit of SharePoint Integration with Dynamics 365 is achieving the greatest mileage in terms of IT effectiveness and general operations.

Many businesses have yet to understand the need of integrating Microsoft Dynamics 365 and SharePoint. The sole reason for this is that they are unaware of the business benefits of this merger.

Why Dynamics 365 Integration with SharePoint Is Essential?

Handling prospective customers, which involves a big volume of documentation before closing a contract, is one of the most difficult challenges your sales team encounters. They also find it difficult to maintain track of specifications, descriptions, purchase orders, quotations, and other documents. You might find it difficult to keep track of all of your paperwork in one place.

Integrating Dynamics 365 and SharePoint can help you tackle these problems. The advantages of integrating Dynamics 365 and SharePoint are listed below.

  • Helps you to search for sales collateral or customer data within the enterprise search or core intranet.
  • Activates SharePoint workflows, such as SharePoint form development for updating Dynamics 365 data or SharePoint page development for project or customer information.
  • Maintains your team’s awareness of new prospects and developments by logging them in Dynamics 365, which is crucial for avoiding potential conflicts of interest.
  • Provides a single data source that focuses on displaying customer information that may be linked to other projects.
  • Configures most CRM entities, such as Opportunities and Accounts, as well as custom entities you create.
  • Uses a dedicated Microsoft SharePoint folder to organize and manage documents on a CRM record-by-record basis.
  • Allows you to access files that have been uploaded to the Dynamics 365 framework’s integrated SharePoint directories outside of the Dynamics 365 framework.

Benefits of Microsoft SharePoint Integration with Dynamics 365

With the combination of Dynamics 365 and SharePoint, expect additional benefits to improve your business efficiency and productivity. Below are some of the top benefits of Dynamics 365 and SharePoint integration:

Improve Team Collaboration

If you start a new project, multiple teams will have the opportunity to work together. The integration enables online collaboration, resulting in real-time cooperation with all parties having access to revisions or edits. Even if your team isn’t familiar with CRM, SharePoint can help them become more engaged and productive.

Centralized Management Platform

After the integration is complete, each entity will have its own Document Management library. All files are automatically saved in the folder, allowing for cutting-edge file linking. Collaboration, reporting, and communication are all improved when you use a centralized platform. You can also read and edit documents from Dynamics 365 and SharePoint.

Additional Syncing

Another benefit of integrating Dynamics 365 and SharePoint is that the SharePoint library can be readily synchronized with Microsoft Delve, Outlook, and the desktop library. As a result, you can give non-Dynamics 365 users access to data.

Increased Mobility 

Your employees can maintain their productivity no matter where they are. Your team may use the integration on any device because it provides a centralized platform. As a result, they have access to crucial data and documents at all times.

Regular Updates 

When it comes to updates, cloud access ensures that applications and features are kept up to date on a regular basis. Furthermore, Microsoft ensures that software patches and updates are supplied as promptly as possible. Bugs and faults are readily identified and fixed in this manner.

Larger Storage 

SharePoint offers up to 10GB of storage with an additional GB of storage for $.20, whereas Dynamics 365 offers 5GB of storage with an additional GB of storage for $10. If you save different file kinds, keep in mind that the available storage will steadily decrease until you only have a little amount of room to store other vital data.

If you’re concerned about your storage capacity, you should consider integrating Dynamics 365 with SharePoint to increase your storage capacity. Aside from lower storage upgrade costs, you can be confident that you may safely keep all of your important documents and data.

High Security:

The requirement for a license is removed for non-CRM clients, as the default authorization grants them access to client data. The admin’s authorization secures access to specific documents, which is supported by particular SharePoint features.

Users who do not have the proper permissions are unable to access these documents in any way. It’s also a very cost-effective method.

Client Reach:

SharePoint enables businesses to communicate with the majority of their audiences by bringing together employees for an engagement and focusing on the pitch, which includes vital data that prompts the possible client. This can finally turn cold pitches into deals, increasing the chances of a better ROI.

Managing Documents:

When SharePoint is connected with Dynamics 365, marking locations in the CRM with specific URLs becomes even more efficient. You can manage your documents with ground-breaking features such as version control, check-in/out, advanced storage tools, and the creation of cutting-edge document survey and approval workflows.

In various ways, a lot of firms utilize SharePoint for document management. The majority of the documents contain contacts, accounts, or other business information that must be tracked. In addition to Microsoft SharePoint, Microsoft Dynamics CRM is sometimes used to monitor these elements. The management of such papers is handled through the platforms’ integration.


Many enterprises use Dynamics 365 as a trustworthy business tool to boost customer service efficiency while making informed decisions, designing, and implementing solutions. However, if you want to make use of its additional features, you should consider integrating it with SharePoint. You can optimize all aspects of your data, file, and record administration while also benefiting financially from the integration. You would no longer have to seek the files you require. Instead, everything will be connected, giving your entire team instant access.

Categories: Dynamics 365, SharePoint