Guide | Dynamics 365 Document Management

Document Management in Dynamics 365 refers to the integration of Dynamics 365 with SharePoint to manage customer-specific documents. This integration allows for centralized document storage and management, improved collaboration and teamwork, and increased productivity and efficiency. Before setting up the integration, you need to have your own SharePoint installation or a Microsoft 365 subscription that includes SharePoint, and you need to create a SharePoint site collection for Dynamics 365 document management. The integration is server-based, utilizing the server resources of SharePoint to manage and store documents. To ensure secure document access, you can use a tool like CB Dynamics 365 to SharePoint Permissions Replicator. Structuring your SharePoint folders using a tool like SharePoint Structure Creator can also enhance document management efficiency. Overall, integrating Dynamics 365 with SharePoint for document management enhances the efficiency and data management capabilities of your organization.

Article 18m CRM Software Blog | Dynamics 365

---

Login now to access my digest by 365.Training

Login