How to Setup a Dynamics 365 integration with SharePoint StepbyStep

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Step-by-step tutorial for getting your Dynamics 365 documents moved to Microsoft SharePoint using the out-of-the-box integration from Microsoft. In 5 minutes you will learn how to Setup a Dynamics 365 integration with SharePoint. This integration will save you money on Dynamics storage! • Plus, having the Dynamics SharePoint integration enabled can give a tremendous boost to your business productivity. Users will no longer need to go around looking for the files they need. Instead, everything will be linked, and your entire team will have effortless access from both Dynamics and SharePoint. • The SharePoint Dynamics 365 integration is easy to enable, as you will see in the video (we also have step-by-step instructions in text format available at https://www.crmsoftwareblog.com/2022/.... • We’ll also cover the additional tools you need to fix the two main issues for companies that use Dynamics and this out-of-the-box integration that Microsoft provides: the permissions problem and the structure problem. • For your reference, the additional tools are: • ▶ Permissions problem - CB Dynamics 365 to SharePoint Permissions Replicator • If you leave things as they are, everyone will be able to see all documents on the SharePoint side. Everyone can see all documents on the SharePoint side. This integration ignores what privileges you have set on the Dynamics side. That can be dangerous! • ▶ Structure problem - SharePoint Structure Creator • If you don't like the structure you got for the folders, that is one folder per account or contact, you can use an add-on to improve it. This add-on has another big plus: it enables you to avoid reaching the unique permissions limit set by Microsoft. • 00:00 Introduction • 00:23 Configuration of Dynamics 365 • 01:50 Document Management Settings • 03:47 Problem 01: Permissions • 04:32 Problem 02: Folder Structure • 04:51 Conclusion • • 📍 Company Page • ▶ Connecting Software: • https://www.connecting-software.com/?... • --------------------------------------------------- • • 📍 Reading Material • ▶ Dynamics 365: How to Increase Team Collaboration and Keep System’s Health • https://www.connecting-software.com/b... • --------------------------------------------------- • ▶ Global Car Parts Maker Focuses on Security with CB Dynamics 365 to SharePoint Permissions Replicator • https://www.connecting-software.com/b... • --------------------------------------------------- • ▶ Microsoft Showcasing Connecting Software’s Success Story • https://www.connecting-software.com/b... • • 📍 More videos to explore this topic further • ▶ The #1 problem with the integration of Dynamics and SharePoint and how to solve it – Demo (04:32) • • The #1 problem with the integration o... • --------------------------------------------------- • ▶ Solving the SharePoint list limit problem when you store Dynamics 365 documents in SharePoint (08:15) • • Solving the SharePoint list limit pro... • --------------------------------------------------- • ▶ How CB Dynamics 365 to SharePoint Permissions Replicator was created (03:00) • • How CB Dynamics 365 to SharePoint Per... • • 📍 Contacts • ▶ Email: [email protected]

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