Discover 5 common Dynamics 365–SharePoint document management pitfalls, from permission gaps to metadata and scalability, and learn how to avoid them.
Dynamics 365 SharePoint Integration Permissions: What Admins and Users Need
Learn which Microsoft 365 roles, Dataverse privileges and SharePoint permissions are required—and why Dynamics 365 record security does not automatically protect documents.
How Stars Behavioral Health Group Reduced Dynamics 365 Storage Costs by Moving Attachments to SharePoint
As the volume of documents stored in Dynamics 365 increased, Stars reduced storage costs by moving attachments to SharePoint with CB Dynamics 365 Seamless Attachment Extractor.
ORBIS and Connecting Software Close the Hidden Microsoft Dynamics 365 Permissions Gap
“It does exactly as the name states. It replicates the permissions from Dynamics CRM to SharePoint. After a quick setup, it just works!”
Setting up the SharePoint integration in Dynamics 365
The most popular integration for companies with Dynamics 365 is the integration with SharePoint. Getting the documents you have in Dynamics automatically moved to SharePoint improves productivity and saves you money. Learn how to set it up yourself!
Dynamics 365 SharePoint Integration: How to Sync Permissions and Manage Document Metadata Without the Manual Work
Secure, organize, and automate your Dynamics 365 – SharePoint documents with synced permissions, smart metadata, and scalable folder structures. Without manual work.
Do Your Dynamics 365 Permissions Actually Sync with SharePoint? A Self-Audit Guide
If someone on your team can’t see a deal, a case, or an account in Dynamics 365, can they still open the related document in SharePoint? This guide walks through how to check your own environment.
How to Sync SharePoint Permissions with Dynamics 365 at Enterprise Scale
How enterprises sync SharePoint permissions with Dynamics 365 without manual overhead, security gaps, or infrastructure constraints, and why deployment flexibility decides whether it holds up at scale.
Dynamics 365 Security Model and Its Synchronization to SharePoint: 2026 Update
Why is it important, in 2026, that SharePoint permissions are in sync with the Dynamics 365 security model?