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SharePoint Integration: SharePoint integration in Dynamics 365

Centralize Your Dynamics 365 Documents in SharePoint

Valprovia Dynamics Integrator synchronizes permissions and metadata from Dynamics 365 records with documents in SharePoint or Microsoft Teams. Create filing structures fully automated. Dynamics Integrator allows you to achieve a 360-degree view of your customer data and simplifies collaboration between departments such as Sales, Purchasing, and Legal.
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Some of our customers, who have placed their trust in us

As Valprovia, we have the privilege of supporting businesses ranging from small and medium-sized enterprises to large corporations with their challenges through our products and consulting services in Microsoft 365 and Dynamics 365 areas.
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What is Dynamics Integrator?

Dynamics Integrator streamlines document management by centralizing and structuring Dynamics 365 documents within SharePoint. This solution establishes a single version of truth in your company, enhancing document findability through advanced permission synchronization. It boosts employee productivity, simplifies onboarding processes, and adheres to security and compliance standards. Dynamics Integrator is the optimal software for achieving a comprehensive 360-degree view of customer documents while ensuring their security.
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All your Dynamics 365 documents in one place

Dynamics Integrator is the premier integration solution for Dynamics 365 and SharePoint/Microsoft Teams on the market. It's versatile enough to work not only with the Dynamics 365 Customer Engagement module but also with Dynamics 365 Business Central and Dynamics 365 Finance & Operations. Dynamics Integrator encompasses all the necessary features in one solution, including permission replication, structure creation, and metadata synchronization. Thanks to its scalability, Dynamics Integrator effectively circumvents all SharePoint system limitations, offering a comprehensive and adaptable solution for your business needs.
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Your benefits with Dynamcis Integrator

With Dynamics Integrator, you offer your end-users a better platform for collaboration and eliminate the complexity of storage options in Microsoft 365.

Organize and standardize your documents for Dynamics 365

Standardize the storage of Dynamics 365 documents in SharePoint. This will standardize document filing processes in your company and avoid duplicates.

Gain centralized access to company documents and easily search for and find them

Our system provides a unified platform where all Dynamics 365 documents are stored in one central location, enhancing accessibility for all employees. The integrated advanced search functionality ensures quick and easy retrieval of documents, significantly improving efficiency in finding the information you need.

Achieve regulatory compliance through the powerful synchronization of permissions

Utilize our advanced permission synchronization feature to ensure that access to sensitive documents and data aligns with regulatory requirements. This system automatically adjusts permissions, maintaining compliance with industry standards and legal regulations.
  • Synchronisation
  • Structure Creation
  • Document Management
  • Integration

Synchronisation

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Permission synchronization

Automatically synchronize the permissions of Access Teams, Organisation Teams and Business Units to SharePoint

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Metadata synchronization

Automatically synchronize the fields of a Dynamics 365 record into SharePoint

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Timing

Control and monitor the timing of synchronisation

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Bi-Directional

A synchronization from SharePoint back to Dynamics 365 is possible

 
Synchronisation with Dynamics Integrator
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Structure Creation

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Navigation

Easy navigation to SharePoint.

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Filing types

Folder, Document Folder, SharePoint Site Collection and Microsoft Teams

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Templating

Creation of the file structures on the basis of the predefined templates

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Url and naming conventions

Creation of filing structures according to company guidelines

 
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Document Management

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Document repository

Storage of documents directly from Dynamics 365

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Findability

Easy document retrieval and filtering options

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Access

Access to the documents happens directly from Dynamics 365.

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Information Protection

Sensitivity and retention labels are supported. Secure your Dynamics 365 documents according to Microsoft recommendations

 
Document Management System with Dynamics Integrator
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Integration

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Flexible

Flexibly adjustable to the Dynamics organisation. Support for folders, document sets, SharePoint Site Collections and Microsoft Teams groups

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Automatic scaling

Automatic scaling to comply with SharePoint limits

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Dynamics 365

Dynamics 365 Customer Engagement, Dynamics 365 Business Central and Dynamics 365 Finance & Operations support

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External systems

Other business applications like SAP or Salesforce can be easily integrated

 
Integration with Dynamics Integrator
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Microsoft Standard Connector vs. Valprovia Dynamics Integrator

Features

Microsoft Standard

Dynamics Integrator

Permission replication
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available
Metadata synchronization
not available
available
Clean Naming
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available
Url and naming Conventions
not available
available
Synchronization of updates to SharePoint
not available
available
Provisioning of Retention & Sensitivity Labels
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available
Auto Document Tagging
not available
available
Support for Document Sets and Site Collections
not available
available
Support for Microsoft Teams groups
not available
available
Folder support
available
available
Display of the documents directly in Dynamics 365
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available
Great combination of product + consultancy + migration


"Integrating Dynamics 365 with SharePoint can be complex. To ensure project success, we assist you in designing the ideal information architecture tailored to your needs and streamline this process using Dynamics Integrator."

Cagdas Davulcu
CEO & Co-founder
Cagdas Davulcu - CEO Valprovia

Let's supercharge your Dynamics 365 and SharePoint integration with a proven step-by-step process

We offer the scalable integration solution for Dynamics 365 that helps you synchronise permissions and metadata automatically and bypass SharePoint limitations.

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Talk to one of our experts

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Workshop

Experience our expertise

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Start

Follow our individual plan

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Our Expert for Dynamics Integrator

Tobias Heinzelmann is a leading expert in the integration of Microsoft Dynamics 365, with extensive experience in implementing and optimizing this platform using Dynamics Integrator. With his deep understanding of the Dynamics architecture, Tobias helps Valprovia clients automate and optimize business processes through the seamless integration of Microsoft Dynamics 365 and SharePoint with other enterprise systems.

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Frequently asked questions

 
Dynamics Integrator can be implemented in any organization that wants to:
  • Store Dynamics 365 documents in SharePoint.
  • Access documents based on the Dynamics 365 permission structure.
  • Transfer metadata from Dynamics 365 to SharePoint documents for easier document search.
Dynamics Integrator is a self-hosted software solution that synchronizes permissions and metadata between Dynamics 365 and SharePoint repositories, and creates structures in SharePoint based on templates. Dynamics Integrator is an all-in-one solution for integrating Dynamics 365 and SharePoint.
  • You want to centralize Dynamics 365 documents securely and compliantly in SharePoint.
  • You see the introduction of Dynamics 365 as an opportunity to take the structuring of your corporate data to the next level.
  • You need consulting from integration experts because:
    • you have not yet integrated Dynamics 365 and SharePoint but can assess the challenge,
    • or you have already integrated Dynamics 365 and SharePoint but not optimally.
  • You want to integrate Dynamics 365 and SharePoint and not reinvent the wheel, thus you want to enable the integration as other companies do.
  • You want to simplify the collaboration of departments that need to work on documents in Dynamics 365.
  • You want to improve the filing structure/information architecture of your organization.

Dynamics Integrator is installed on the customer's tenant by Valprovia experts.

For the configuration of Dynamics Integrator, workshops are conducted with the customer to design an information architecture. Afterward, the Dynamics Integrator is configured by Valprovia experts.

Dynamics Integrator supports only the cloud versions such as Dynamics 365 or SharePoint Online. Additionally, it supports the following product variants:

  • Dynamics 365 Customer Engagement
  • Dynamics 365 Sales
  • Dynamics 365 Business Central
  • Dynamics 365 Finance & Operations
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
Yes, Dynamics Integrator does not have to be introduced across the entire organization. Dynamics Integrator can be introduced just for a specific country, department, or business unit.
Upon successful commissioning, you will receive access to our support portal. You can contact our support via email and will be excellently supported by our experts based on the SLA times.
  • First, an integration concept is developed in various workshops together with the customers.
  • The solution is configured by Valprovia experts.
  • In the case of switching from other integration solutions to Dynamics Integrator, a migration concept is created, and data and documents are migrated by Valprovia experts.
  • The solution is rolled out.
The introduction of Dynamics Integrator involves support from Valprovia experts and depends on the availability of the customer.
  • Without migration, Dynamics Integrator can be introduced within 2-3 weeks.
  • With migration, it can take 4-8 weeks.
Many organizations try to implement Dynamics 365 with SharePoint with Dynamics 365 experts, which leads to unsuccessful projects. As a company, we have expertise in Dynamics 365 and SharePoint and have been working on integration projects since 2012. Through our consulting expertise, we guide you to a smooth integration phase and secure the success of the project.
Dynamics Integrator is offered with a subscription per user and per month. The subscription includes product licenses and support services with SLA.
The self-hosted variant ensures that the product provider has no access to customer data, thereby ensuring the highest level of compliance.

Valprovia:

  • Monthly license fees of Dynamics Integrator (incl. support)
  • Annual maintenance contingent (individually agreed upon depending on the customer scenario)

Microsoft:

  • Monthly costs for Azure services (Since Dynamics Integrator is a self-hosted solution, the hosting costs must be borne by the customer. Typically, the amount is €80-120 per month)
  • You do not want to host the solution yourself but need a SaaS solution because you do not have high security and compliance rules.
  • Document findability is not important to you. The documents do not necessarily need to be searchable.
  • SharePoint limitations for document storage are not important to you.
  • You do not want to transfer the metadata or permissions from Dynamics 365 records to SharePoint documents.

Download: Success Guide for Dynamics 365 und SharePoint Integration

Unlock the Full Potential of Your Business Operations

Get ahead in the digital transformation journey with our exclusive Whitepaper and learn how to seamlessly blend the power of Dynamics 365 with SharePoint's robust document management capabilities.

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Dynamics Integration Success Guide (EN)