Centralize Your Dynamics 365 Documents in SharePoint
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What is Dynamics Integrator?
All your Dynamics 365 documents in one place
Your benefits with Dynamcis Integrator
With Dynamics Integrator, you offer your end-users a better platform for collaboration and eliminate the complexity of storage options in Microsoft 365.
Organize and standardize your documents for Dynamics 365
Gain centralized access to company documents and easily search for and find them
Achieve regulatory compliance through the powerful synchronization of permissions
- Structure Creation
- Document Management
Automatically synchronize the permissions of Access Teams, Organisation Teams and Business Units to SharePoint
Automatically synchronize the fields of a Dynamics 365 record into SharePoint
Control and monitor the timing of synchronisation
A synchronization from SharePoint back to Dynamics 365 is possible
Easy navigation to SharePoint.
Folder, Document Folder, SharePoint Site Collection and Microsoft Teams
Creation of the file structures on the basis of the predefined templates
Url and naming conventions
Creation of filing structures according to company guidelines
Storage of documents directly from Dynamics 365
Easy document retrieval and filtering options
Access to the documents happens directly from Dynamics 365.
Sensitivity and retention labels are supported. Secure your Dynamics 365 documents according to Microsoft recommendations
Flexibly adjustable to the Dynamics organisation. Support for folders, document sets, SharePoint Site Collections and Microsoft Teams groups
Automatic scaling to comply with SharePoint limits
Dynamics 365 Customer Engagement, Dynamics 365 Business Central and Dynamics 365 Finance & Operations support
Other business applications like SAP or Salesforce can be easily integrated
"Integrating Dynamics 365 with SharePoint can be complex. To ensure project success, we assist you in designing the ideal information architecture tailored to your needs and streamline this process using Dynamics Integrator."
CEO & Co-founder
Download: Success Guide for Dynamics 365 und SharePoint Integration
Unlock the Full Potential of Your Business Operations
Get ahead in the digital transformation journey with our exclusive Whitepaper and learn how to seamlessly blend the power of Dynamics 365 with SharePoint's robust document management capabilities.