Document Management: A Deep Dive into Dynamics 365 + SharePoint Integration

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Document Management: A Deep Dive into Dynamics 365 + SharePoint Integration

In today's fast-paced business landscape, efficient document management is indispensable. Most tasks the end-user performs require access to documents. You need to strike the right balance between ease of access and making sure that only those with adequate permissions can access a document.

For companies that use Microsoft Dynamics 365 and SharePoint, there are four add-on tools that can make a world of difference. Luckily, they are all bundled up into the Dynamics 365 + SharePoint Document Management Suite, a powerful solution poised to redefine the way you handle your documents.

This suite is more than just a set of tools; it elevates your document management capabilities within the Dynamics 365 and SharePoint ecosystem. Let's delve into what sets it apart and why it could be the smart choice for your organization.

What is the Dynamics 365 + SharePoint Document Management Suite?

At its core, this suite is a powerful tool designed to integrate seamlessly with both Microsoft Dynamics 365 and SharePoint.

Extra: If you are still setting this up and are looking for Dynamics document management settings, check our tutorial How to Set up a Dynamics 365 integration with SharePoint

You get a total of four different products in the bundle, and they all work together like a charm:

  • CB Dynamics 365 to SharePoint Permissions Replicator: This is the market-leading tool to ensure that only authorized persons can access your Microsoft Dynamics 365 documents stored in Microsoft SharePoint. It automatically synchronizes the permissions between Microsoft Dynamics 365 and SharePoint.
  • SharePoint Structure Creator: This tool allows you to organize your Microsoft Dynamics 365 documents in SharePoint in a way that works best for your team. It also helps you avoid the unique permissions limit.
  • CB Dynamics 365 Seamless Attachment Extractor: This tool automatically moves attachments to SharePoint, even historical ones. This can represent very significant Dynamics storage space savings.
  • CB Blockchain Seal for SharePoint: This tool uses Blockchain technology so that you can be sure your important files in SharePoint are authentic and have not been manipulated. It is important to note that it does so in a GDPR-compliant way.

What are the Benefits of the Dynamics 365 + SharePoint Document Management Suite?

In terms of benefits for your organization, this is what it actually means:

  • Cost-Effective Bundle: By storing documents and attachments in SharePoint, you reduce storage costs.
  • User-friendly Document Handling: Even though documents and attachments are no longer in Dynamics, end-users access them and search for them as if they were.
  • Easy Collaboration: SharePoint allows multiple users to collaborate without a hitch on the same document, along with features like version control that increase productivity.
  • Enhanced Security: With advanced permission settings, you keep your sensitive documents under lock and key.
  • Blockchain Seals for Unparalleled Authenticity: This suite goes a step further by incorporating Blockchain Seals, making it an ideal choice for organizations that want to know at any given moment that their documents have not been tampered with.

Think of it as having a top-notch librarian who not only organizes your books but also makes sure they're easy to find and secure.

Is The Dynamics 365 + SharePoint Document Management Suite Right for Me?

When evaluating document management solutions, decision-makers typically weigh several factors. Let’s go through them so that you can evaluate this bundle for your organization:

  1. Technical Features: Does the solution have the necessary technical capabilities? How is it in terms of performance for the required load of documents and number of users?
    The best way to evaluate if the features match your needs is to request a live demo of the solution. In terms of performance, we suggest that you request references for similar projects or consider using the free trial to evaluate it by yourself.
  2. Integration: How well does the solution integrate with existing systems in their current versions? Will upgrading existing systems cause integration problems?
    Always confirm that your current versions are supported and ask what the procedure is if you upgrade those systems.
  3. Cost-Efficiency: What is the full pricing structure? Is the investment worth the returns?
    Vendors that have nothing to hide will have no problem providing you with all pricing aspects.
  4. Complexity: Will the workflows of users change? Will end-users need training to use the new solution?
    You can configure all the tools of the Suite so that end-users don’t even know it is there. This means no changes in the workflow and no training at all.


Wrapping up, the Dynamics 365 + SharePoint Document Management Suite emerges as a more holistic, user-friendly, and efficient solution for document management within Dynamics 365. It's not just about managing documents; it's about managing them smartly.

Curious to see how it can transform your business?

Dive Deeper


Recommended CRM Software Blog posts on the Dynamics 365 and SharePoint combination:

Guide | Dynamics 365 Document Management

3 Reasons Why You Should Avoid Keeping Your Attachments in Dynamics 365

The Challenges of Dynamics 365 Document Management and SharePoint Security

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


Recommended Connecting Software blog posts:

Dynamics 365 Success Stories

Dynamics 365 articles

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