The architecture
The guide walks you step by step through the architecture of a clean integration: how Dynamics 365 records connect to SharePoint libraries, Teams and document sets.
Free guide Dynamics 365 Document Management
VALPROVIA Success Guide
Dynamics 365 Document Management
the Success Guide
VALPROVIA Dynamics 365 × SharePoint
Success Guide
Integration
August2026
Download the Success Guide
About the guide
What is Dynamics 365 SharePoint integration?
Dynamics 365 SharePoint integration means automatically synchronising documents, permissions and metadata between Dynamics 365 and SharePoint or Microsoft Teams. Instead of filing documents by hand, every record - such as a customer, project or contract - gets the right document structure with inherited access rights automatically. This keeps CRM data and documents consistent at all times.
What you will learn
What is inside the Success Guide
Where the standard falls short
It also covers why Dynamics 365 alone is not a viable document management platform, and where Microsoft's standard integration reaches its limits.
Building it right
You will learn how to build a document management setup that inherits permissions and metadata from Dynamics 365 automatically, how to cut Microsoft 365 storage costs and how to lift your teams' productivity. Four real-world usage scenarios show the integration in action. The principles described in the guide are put into practice by the Valprovia Integration module.
Frequently asked questions about the Success Guide
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Who is the guide for?
For CIOs, IT leads and IT administrators, and sales or marketing leaders who run Dynamics 365 and want to bring CRM records together with documents in SharePoint to professionalise document management in Dynamics 365.
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What do you gain from integrating Dynamics 365 and SharePoint?
Documents, permissions and metadata are synchronised automatically instead of filed by hand. That cuts Microsoft 365 storage costs, lifts productivity, protects documents through inherited access rights and keeps data consistent between your CRM and your document store.
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Is the guide free?
Yes. The 36-page Success Guide is available as a free PDF download. Enter your contact details in the form above once and you receive the download link right away.
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How does the guide relate to the Valprovia Integration module?
The guide explains the concepts and best practices of a clean integration in a vendor-neutral way. The [Valprovia Integration module](/en/integration) puts exactly these principles into practice - with automatic synchronisation of documents, permissions and metadata between Dynamics 365 and Microsoft 365.