Why Dynamics 365 SharePoint Integration is Important

This article will showcase the benefits of Dynamics 365 SharePoint integration and why this integration is crucial for businesses.

When you run a business, there are many things you need to be successful. From infrastructure to specialized software, the list is extensive. However, one of the essential parts of any business' operations is the productivity solution. There are many such offerings in the market that claim to deliver the world. However, there are only a few names that deliver what they promise, and one name that stands out in this race is Microsoft Dynamics 365.

An office productivity solution with integrated customer relationship management (CRM) software, there's a lot that Dynamics 365 can do in a vast number of areas relevant to a business. However, one may still feel the need for a dedicated document management system. While other such solutions may not enable seamless integration for additional solutions, it is no problem for Dynamics 365. It can be integrated with SharePoint, thus allowing the organizations to organize and store documents relevant to the data in the CRM. One of the leading benefits of the Dynamics 365 SharePoint integration is the ability to work on documents on both platforms.

Let us discuss some more reasons why the Dynamics 365 SharePoint integration is critical for businesses.

1. Efficiency: SharePoint aims to enable storage of documents, and to that end, its database is capable of supporting a massive amount of file uploads. Whereas Dynamics 365 makes use of entity tables and fields. Cutting a long story short, SharePoint allows companies to store files and folders in a far more efficacious manner, and it is also considerably cheaper. So that you know, additional storage is quite expensive in Dynamics 365 as compared to SharePoint.
2. Document sharing : A company often needs to share documents with a large variety of people, including distributors, customers, contractors, and other individuals, who do not use Dynamics 365. However, with the SharePoint integration, complemented by the appropriate authorization and permissions, the documents can be easily shared from SharePoint. And not just that, companies can control the level of access granted.
3. Security : The integration enables users to create, edit, and share documents straight from Dynamics 365. Moreover, because records are displayed about an entity, individuals without access to the requisite object will not be able to access the documents.
4. Document is synchronizing : Yet another essential benefit of integrating SharePoint with Dynamic 365 is the former's check in/check out functionality, which, by the way, is available right out of the box. This SharePoint functionality enables several users to edit and update certain documents without writing over the changes other people may have made to the document in question.

There is no doubt that documents constitute a significant part of any organization, which is why it isn't surprising to see that the SharePoint integration is among the most sought-after alliances for businesses that use Dynamics 365. So, find a reliable vendor who provides SharePoint customization services to get started on integrating your Dynamics 365 with SharePoint right away!

Olivia Johnson is a technical writer, love to share stuffs related to technology & development.