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.