OUR PRODUKT

Dynamics Integrator

Increase sales and marketing productivity with the software solution that seamlessly integrates Microsoft Dynamics 365 and SharePoint. Dynamics Integrator automates:

checkmark-green-circle-outline data exchange between Dynamics 365 and SharePoint

checkmark-green-circle-outline transfer of permissions and metadata

provisioning of repository structures checkmark-green-circle-outline

Microsoft Dynamics 365 Dynamics Integrator

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

Risks for most businesses

Minutes of time lost
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

Synchronisation with Dynamics Integrator

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

Document Management System with Dynamics Integrator

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

Permission transfer

Metadata transfer

Clean Naming

Naming Conventions

Updates

Retention & Sensitivity Labels

Aut. Document Tagging

Support for Document Sets and Site Collections

Support for Microsoft Teams

Folder support

Display of the documents directly in Dynamics 365

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

minutes per record

Relieve the IT by

0.5

FTE

Save each employe

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.

Book a Meeting

Talk to one of our experts

Workshop

Discover our portfolio for your growth

Your Plan

We create your individual plan

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.

Frequently asked questions

From which number of users is it worthwhile to use Dynamics Integrator?

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

Can I automatically keyword documents?

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.

How does Dynamics Integrator deal with the limitations in SharePoint?

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.

How can I provide repository structures?

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.

How do I deal with the different authorisation mechanisms in Dynamics 365 and 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.

What is the hosting model of Dynamics Integrator?

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

Dynamics Integrator