You are facing a Dynamics 365 and SharePoint integration project and must make the decisions about the integration. When you first integrate Dynamics 365 with SharePoint, you need to consider these five important building blocks into your concept.
You can achieve the best document management in Dynamics 365 by storing the documents in SharePoint. After the documents have been stored in SharePoint, the document management processes must come into play and take over the remaining processes. This allows you to benefit from the strengths of SharePoint. In comparison to Dynamics 365, SharePoint is designed to store documents.
You have the role of the application manager in your company, or you are a service provider and want to optimally meet customer requirements. You may hear from your technical colleague that the solution is to implement a Power Automate workflow as soon as you discuss the requirements of Dynamics 365 Document Management with them. There are several reasons to integrate Dynamics 365 with SharePoint. In this article, you will learn what criteria to look for when integrating the two platforms.