Dynamics Integrator
Increase sales and marketing productivity with the software solution that seamlessly integrates Microsoft Dynamics 365 and SharePoint. Dynamics Integrator automates:
data exchange between Dynamics 365 and SharePoint
transfer of permissions and metadata
provisioning of repository structures

We know that the standard SharePoint integration of Dynamics 365 will push you to your limits
- missing permission transfer from Dynamics 365
- Manual metadata transfer
- Manual repository structures
- SharePoint system limitations
- poor retrieval of documents
Risks for most businesses
per record in Dynamics 365
- Synchronisation
- File structures
- DMS
- Integration
Synchronisation
Permission transfer
Automatically transfer the permissions of Access Teams, Organisation Teams and Business Units to SharePoint
Metadata transfer
Automatically transfer the fields of a Dynamics 365 record into SharePoint
Timing
Control and monitor the timing of synchronisation
Bi-Directional
A transfer from SharePoint back to Dynamics 365 is possible

File structures
Navigation
Easy navigation to SharePoint.
Storage types
Folder, Document Folder, SharePoint Site Collection and Microsoft Teams
Templating
Creation of the file structures on the basis of the predefined templates
Url- & Namingconventions
Creation of filing structures according to company guidelines

DMS
Document repository
Storage of documents directly from Dynamics 365
Findability
Easy document retrieval and filtering options
Access
Access to the documents happens directly from Dynamics 365.
Information Protection
Sensitivity and retention labels are supported. Secure your Dynamics 365 documents according to Microsoft recommendations

Integration
Flexible
Flexibly adjustable to the Dynamics organisation
Support for folders, document folders, SharePoint Site Collections and Microsoft Teams Workspaces
Automatic scaling
Automatic scaling to comply with SharePoint limits
Dynamics 365
Dynamics Customer Engagement and Business Central support
external systems
Other business applications can be easily integrated

Microsoft Teams Standard vs. Dynamics Integrator
Features
Microsoft Standard
Dynamics Integrator
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.
the manual metadata maintenance
minutes per record
FTE
per month of fruitless searching
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.
Talk to one of our experts
Discover our portfolio for your growth
We create your individual plan

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.

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