Dynamics 365 and SharePoint are like an age-old duo in the realm of Microsoft tools - think of them as Batman and Robin in a universe filled with business processes and digital information. They offer you that essential advantage that's key to your team's productivity by presenting relevant information right where you need it and making your business flow smooth.
You might already be aware that Dynamics 365 integrates with SharePoint. It is not natively integrated, but the integration is provided by Microsoft and can be easily accomplished.
But in this specific case, it is that you go beyond the basic. It's time to introduce a new character to the plot - the CB Dynamics 365 to SharePoint Permissions Replicator.
CB Dynamics 365 to SharePoint Permissions Replicator - Your New Superhero
Unfortunately, the vanilla integration provided by Microsoft turns a blind eye to your carefully set privileges on the Dynamics side.
Here's an example of the problem: suppose you've restricted access to a specific client’s data on Dynamics 365 to only a certain team. With the standard Dynamics 365 SharePoint integration, your Dynamics 365 privileges are ignored, leaving your data exposed for those accessing in SharePoint. That’s not what you want!
But fear not,
Why Stop at the Microsoft SharePoint and Dynamics 365 integration?
Though the Dynamics 365 SharePoint might be your first port of call, don't be shy to extend your integration voyage to other software.
You can unlock substantial benefits by leveraging the power of software integration. Why?
- With integrated software, you can establish a seamless flow of information between applications, cutting down time and effort spent on manual, repetitive tasks.
- Integration empowers you to eliminate data silos, ensuring that you have consistent, accurate data across all platforms.
- You can improve your decision-making substantially as you have access to reliable, comprehensive data at all times. Furthermore, with the time saved, you can focus more on strategic tasks.
Therefore, integrating either SharePoint or Dynamics with other popular applications is more than a savvy move—it's a strategic decision that enables you to bring out the best in your operations.
Why not think about integrating SharePoint with popular apps like Dropbox, OneDrive, Microsoft Excel, or even Salesforce? For this, we suggest the use of a software integration platform like
And if it is Dynamics 365 that you want to integrate, keep in mind that it is the business results that should drive the integration for the best possible results.
The fact is that the digital landscape evolves at a lightning-fast pace, but the good news is that integration platforms make it effortless for you to adapt. For example, with
Stepping into the Future
Feeling the thrill of potential and the call for simplification in your next integration project? Maybe you have a question or two, or you're just looking for an expert guiding hand? Either way, don't hesitate to reach out for help in choosing the perfect solution for your needs.
After all, not all superheroes wear capes; some simply wield excellent integration tools.
By Ana Neto
Software engineer since 1997, she is now a technical advisor for Connecting Software.
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