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!”
Getting SharePoint data in Python scripts – a tutorial using Connect Bridge
This article describes how to make Python connect to SharePoint, that is, how to access data of Microsoft SharePoint systems (2010, 2013 or 2019) from within Python language scripts (using version 3.7). The data transf…
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!
How AvSight Teams Use SharePoint to Minimize File Storage Costs
Migrating from a legacy aviation platform to a modern cloud platform like AvSight can increase monthly storage costs. Here’s how to avoid it.
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.
How to Migrate Salesforce Files Without Scripting
How can you move files in or out of Salesforce without scripting, and keep files linked to the right records, avoid duplicates, and preserve metadata?