Harnessing the Power of Microsoft Dynamics 365 Integration

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Harnessing the Power of Microsoft Dynamics 365 Integration In an era marked by digital transformation, the integration of software systems has become a critical business imperative. Even when you start with a comprehensive system like Microsoft Dynamics 365, you have much to gain.

Microsoft Dynamics 365 integration is all about consolidating business processes across different applications by providing unified, real-time, and context-rich data in all of them.

The benefits of Microsoft Dynamics 365 integration are manifold and include, among others:

  • improved data accuracy,
  • streamlined business processes,
  • clearer insights to support decision-making,
  • increased productivity, and
  • enhanced customer experiences.

Expertise in facilitating these integrations is where Connecting Software truly excels. With a track record of providing top-tier software integration solutions since 2004, Connecting Software harnesses its in-depth understanding of Microsoft Dynamics 365 to deliver integrations that drive business transformation.

Exploring Multiple Dynamics 365 Integrations with Connecting Software

Connecting Software’s proficiency isn’t just limited to integrating Dynamics 365 applications with other Microsoft applications. It extends to enhancing existing Dynamics 365 integrations, resulting in increased productivity and collaboration across business operations.

Dynamics 365 integrations to SharePoint, Azure Storage, Office and more

For instance, a Dynamics 365 SharePoint integration is something Microsoft itself provides. However, secure document access across platforms requires CB Dynamics 365 to SharePoint Permissions Replicator. This tool ensures an automated bulk sync of the Dynamics 365 security model to SharePoint. To understand this fully, we recommend our top-rated article on How to Set up a Dynamics 365 integration with SharePoint. This will not only help you understand how to set up this integration but also the security issue mentioned.

Another very popular solution for Dynamics 365 integration revolves around storage optimization.   The solution is called CB Dynamics 365 Seamless Attachment Extractor, and it lets you choose an alternative storage solution like Azure Blob, Azure Storage, or, again, Microsoft SharePoint. This out-of-the-box solution can extract not only the attachments but also the actual e-mail content. Moreover, it does so in a way that goes unnoticed to the end-users – everything remains the same for them. In other words, you optimize data storage without hindering access, and that leads to improved Dynamics 365 performance and cost efficiencies.

These two solutions are also available as a cost-saving bundle Dynamics 365 + SharePoint Document Management Suite.

Integration with Office 365 tools like Outlook, Excel, and Teams is another powerful capability that Connecting Software facilitates. As discussed in the Boost Productivity and Collaboration with an Office 365 CRM Integration article on the CRM Software Blog, such integration enables teams to work more collaboratively, resulting in improved productivity and customer engagement.

Dynamics 365 integrations and moving to the cloud

One of the most challenging aspects businesses face is overcoming the limitations of integrating cloud systems with on-premises systems. Connecting Software expertly navigates these complexities, as illustrated in the article The End of Microsoft Dynamics On-Premises: How to Keep Your Software Integrations Intact at the CRM Software Blog.

⚠️ If you are administering a Dynamics on-premises deployment, this article includes a useful Microsoft Dynamics end-of-life table with dates for each version.

Real-world Benefits and Examples

The proficiency of Connecting Software in Dynamics 365 integrations isn’t just theoretical – it has yielded tangible results for various organizations.

➡️ Consider Liebherr’s case, where automating permission replication greatly improved document access. In the case study Automating Permission Replication: Connecting Software Solutions Improve Document Access at Liebherr, we learn how Liebherr harnessed the power of Connecting Software’s solutions to optimize its document management system.

➡️ In a partnership with ORBIS, Connecting Software helped solve a hidden Dynamics 365 problem using this exact same solution. This was explored in the case study ORBIS and Connecting Software Partner to Solve a Hidden Dynamics 365 Problem. This highlights the capabilities of Connecting Software in addressing unique challenges and delivering effective solutions.

➡️ Furthermore, the case study Getting data into Microsoft Dynamics 365 automatically exemplifies the efficiency of data integration using Connecting Software, showing the powerful impact of seamless data transfer on business operations. In this case, data was transferred from existing SQL databases to Dynamics 365 online using Connect Bridge.

This meant it was all done in SQL statements and T-SQL procedures – it looked as if they were accessing Dynamics 365’s database, but in fact, the SQL used is just a way to tell Connect Bridge what API calls to do.


In conclusion, the synergy between Microsoft Dynamics 365 and CRM systems is crucial in today's digital business realm. As part of the Connecting Software team, I can confidently say our robust solutions facilitate this integration, leading to heightened operational efficiencies and business growth.

Our proven success is not just theoretical but backed by real-world applications of our solutions. Our in-depth understanding of the involved intricacies underscores our leadership in facilitating Microsoft Dynamics 365 and CRM integrations.

If your business aspires to unified processes, enhanced data accuracy, better decision-making, increased productivity, and improved customer experiences, look no further. Make a strategic decision to integrate your Dynamics 365 and CRM systems with Connecting Software.

As you navigate your digital transformation journey, trust us at Connecting Software to guide you. We help you achieve seamless integration and optimized business processes. Remember, the right software integrations are more than just operational assets—they are your competitive advantage.

Get in Touch


Ana Neto - Connecting SoftwareBy Ana Neto

Software engineer since 1997, she is now a technical advisor for Connecting Software.

Connecting Software is a producer of integration and synchronization software solutions since 2004. We operate globally and we are also a proud “Top Member” and "Top Blogger" at CRMSoftwareBlog.


More on Dynamics 365 Integration

The Simplified Guide to Dynamics 365 Data Integration and Migration

Unleash the Power of Using External Storage for Your Dynamics 365 Attachments

The Ultimate Guide on the Dynamics 365 + SharePoint Document Management Suite

Using a SharePoint Integration? Be Aware of the SharePoint Document Library Limits


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