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We know that the standard SharePoint integration of Dynamics 365 will push you to your limits

Like most businesses, you suffer from:
  • missing permission transfer from Dynamics 365
  • Manual metadata transfer
  • Manual repository structures  
  • SharePoint system limitations
  • poor retrieval of documents
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Risks for most businesses

funnel
15
Minutes of time lost
per record in Dynamics 365
  • Synchronisation
  • File structures
  • DMS
  • Integration

Synchronisation

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Permission transfer

Automatically transfer the permissions of Access Teams, Organisation Teams and Business Units to SharePoint

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Metadata transfer

Automatically transfer the fields of a Dynamics 365 record into SharePoint

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Timing

Control and monitor the timing of synchronisation

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Bi-Directional

A transfer from SharePoint back to Dynamics 365 is possible

 
Berechtigungen automatisiert mit Dynamics Integrator von Dynamics 365 nach SharePoint  übertragen
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File structures

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Navigation

Easy navigation to SharePoint.

dashboards
Storage types

Folder, Document Folder, SharePoint Site Collection and Microsoft Teams

archiving
Templating

Creation of the file structures on the basis of the predefined templates

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Url- & Namingconventions

Creation of filing structures according to company guidelines

 
Ablage in SharePoint und nahtlose Navigation zu SharePoint dank Dynamics Integrator
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DMS

document-tagging
Document repository

Storage of documents directly from Dynamics 365

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Findability

Easy document retrieval and filtering options

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Access

Access to the documents happens directly from Dynamics 365.

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Information Protection

Sensitivity and retention labels are supported. Secure your Dynamics 365 documents according to Microsoft recommendations

 
Dokumentenablage und Zugriff direkt aus Dynamics 365
Contact Ute Philipp

Integration

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Flexible

Flexibly adjustable to the Dynamics organisation

Support for folders, document folders, SharePoint Site Collections and Microsoft Teams Workspaces

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Automatic scaling

Automatic scaling to comply with SharePoint limits

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Dynamics 365

Dynamics Customer Engagement and Business Central support

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external systems

Other business applications can be easily integrated

 
Automatische Skalierung bei SharePoint Limitierungen durch Dynamics Integrator
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Microsoft Teams Standard vs. Dynamics Integrator

Features

Microsoft Standard

Dynamics Integrator

Permission transfer
not available
available
Metadata transfer
not available
available
Clean Naming
not available
available
Naming Conventions
not available
available
Updates
not available
available
Retention & Sensitivity Labels
not available
available
Aut. Document Tagging
not available
available
Support for Document Sets and Site Collections
not available
available
Support for Microsoft Teams
not available
available
Folder support
available
available
Display of the documents directly in Dynamics 365
available
available
Dynamics Integrator Overview

How can Dynamics Integrator improve your business processes?

We offer the scalable productivity solution for Dynamics 365 that helps you synchronise permissions and metadata automatically.

Automate
100%

the manual metadata maintenance

Reduce the effort by
15

minutes per record

Relieve the IT by
0.5

FTE

Save each employe
3h

per month of fruitless searching

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Let's supercharge your Microsoft 365 platform with a proven step-by-step process

We offer the scalable integration solution for Dynamics 365 that helps you synchronise permissions and metadata automatically and bypass SharePoint limitations.

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01
Book a Meeting

Talk to one of our experts

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02
Workshop

Discover our portfolio for your growth

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03
Your Plan

We create your individual plan

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Valprovia
Cagdas Davulcu
CEO Valprovia GmbH

According to our experience, cooperation and a decision for Dynamics Integrator is already worthwhile for you from thirty Dynamics 365 licences that regularly process data records. 

 

 
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Frequently asked questions

 

Regardless of the size of the company, it is worthwhile for all companies that have more than 30 Dynamics 365 licences.

Yes, Dynamics Integrator offers two options:
1. based on data sets in Dynamics 365.
2. with the help of AI technologies such as SharePoint Syntex.

Dynamics Integrator does not store all information in one document library. A scaling mechanism is used in the background to distribute the documents to several libraries and SharePoint site collections. Limitations are thus circumvented.

Dynamics Integrator includes a Microsoft PnP-based templating engine that allows you to provide any number of different SharePoint artefacts. This gives you full freedom to prepare templates in SharePoint.

In Dynamics Integrator, you can map the permissions of Dynamics 365 online to the permissions of SharePoint. This allows you to synchronise different permission structures such as Business Units, Organisational Teams and Access Teams in SharePoint.

Dynamics Integrator is installed on your tenant as a self-hosted solution.

Download Checklist: Optimal Governance for Microsoft Teams

Check all relevant aspects step by step and ensure optimal governance

Download Checklist now  
 
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