How to Get More from Dynamics 365 by Integrating SharePoint
Integrating SharePoint with Dynamics 365 offers benefits like increased storage, access for non-CRM users, and staying within the Microsoft ecosystem. However, document security and permissions need to be carefully managed. Tools like CB Dynamics 365 to SharePoint Permissions Replicator can help synchronize permissions between the two platforms. This integration streamlines workflows, supports GDPR compliance, and enhances document management. To make the most of this integration, assess your needs, verify licensing, plan the integration, and address permissions accordingly.
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