How to Setup a Dynamics 365 integration with SharePoint
If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. …
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Partnering to Solve a Hidden Dynamics 365 Implementation Problem | Dynamics Success Stories
> Problem: ORBIS SE’s customers wanted their permissions synchronized when integrating Dynamics 365 with SharePoint, in their workflows > Solution: CB Dynamics 365 to SharePoint Permissions Replicator > Provider: Connecting Software > Customer: ORBIS SE, which helps SMEs and international corporations to digitalize their business processes. “For a full solution of permission replication, we always …
CRM SharePoint Integration and Personal Data Protection | Dynamics Success Stories
> Problem: Missing synchronization of permissions and privileges for family processes in Dynamics 365 and SharePoint > Solution: CB Dynamics 365 to SharePoint Permissions Replicator > Provider: Connecting Software > Customer: Wingerdbloei, a counseling center in Antwerp (Belgium) for young people and families with children “We haven’t had any issues with the Dynamics 365 …
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Have You Heard About the New Dynamics 365 + SharePoint Document Management Suite?
If you have documents and attachments in Dynamics 365, you have probably realized Dynamics document management is not the best. Nonetheless, it is convenient to have the documents right there, where users need them. To get the best of both worlds, you used to have to pick multiple solutions. Fortunately, there is now an all-in-one …
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The Future of Dynamics 365 Attachments: Our Experts Weigh In
What can you do with all those attachments that end up in Dynamics? Our experts share their ideas. You can use Dynamics 365 for many things, and tracking communication with customers is one of them. Unfortunately, this will most likely lead to plenty of Dynamics 365 attachments taking up a substantial amount of …
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Could You Keep Your Dynamics 365 Integrations When Doing a Dynamics 365 on Premises to Cloud Migration?
Doing a migration of Dynamics 365 on Premise to the Cloud is not as easy as it should, especially when your Dynamics on-premise instance has integrations running to other software or databases. Unfortunately, there is no official Microsoft solution for these scenarios other than using the Fast Track page. The alternative would be using …
Yes, You Can Connect Excel to SQL Server, Dynamics 365, and More
Microsoft Excel has been around for a long time, and users love it so much that most companies have important data in Excel spreadsheets. This ubiquitous nature of Excel means that there are many cases in which you need to connect to Excel. When was the last time in which you needed to import …
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Microsoft Labs Attachment Management – Deprecation and Alternatives
Microsoft has deprecated the Microsoft Labs Attachment Management solution in June 2021, leading many Dynamics 365 users to look for alternatives. What was the Microsoft Labs Attachment Management? The Attachment Management Microsoft Labs add-on used to be available on AppSource. Admins of Dynamics 365 Online used it to reduce cloud storage costs by moving …
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Software Integration Evolution: Challenges of the Past, Present, and Future
Look at the successful enterprises around you. Don’t they all depend heavily on underlying software applications? The problem is that, as time goes by, enterprises invariably end up with software created with disparate technologies and built by several vendors. The number of software applications varies according to the size of the organization. According to our research, small …
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Dynamics ♥ SharePoint & SharePoint ♥ Blockchain
It was in 2014 that we found out how much Microsoft Dynamics loves SharePoint. This love story actually started back in 2011, when Microsoft Dynamics CRM 2011 native integration with Microsoft SharePoint Server 2010 was launched by Microsoft. Part 1 - Dynamics ♥ SharePoint Dynamics and SharePoint have proved to be a good match because …
