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Integrating Dynamics 365 with SharePoint

Integrating Dynamics 365 with SharePoint

Looking to cut down on database costs while also improving document management and collaboration for your Microsoft Dynamics 365 system? Integrating D365 with SharePoint is a great solution, and this post explains how to do it. While the two systems have different types of access permission management, you can manage the container-based permission of SharePoint with D365's role-based permission to integrate the two. Check out the Document Management settings in D365 to get started, and don't forget about integrating with OneNote for note-taking and document attachment. With this approach, you can search and work on documents and files in SharePoint parallel to D365, boosting productivity. For more help, reach out to Narottam Das.

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Microsoft Business Solutions
Microsoft Business Solutions

This podcast is for the users (including implementers, admins, and owners) of Microsoft business solutions like Dynamics 365 (D365) and Power Platform. You can stay tuned to the community, and what is going on in and around it by following this podcast and/or joining our group "Dynamics 365 User Community" on LinkedIn - http://bit.ly/3bGCB2S Disclaimer: Please note that this is not in a corporate or association framework, so all the contents here, are going to be based only on the community interest and need and cannot have any bearing on the individual or representative on the decision.

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