What is the Dynamics 365 + SharePoint Document Management Suite?

mastering document management integrating sharepoint with dynamics365

If you are using Microsoft SharePoint to store your Microsoft Dynamics 365 documents, then the Dynamics 365 + SharePoint Document Management Suite is for you!

You get a total of five different products in the bundle, and they all work together like a charm:

CB DYNAMICS 365 TO SHAREPOINT PERMISSIONS REPLICATOR

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Choose the market-leading tool. Ensure your Microsoft Dynamics 365 documents stored in Microsoft SharePoint cannot be opened or edited by non-authorized persons.
1

SHAREPOINT STRUCTURE CREATOR

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Organize the Microsoft Dynamics 365 documents you have in SharePoint in the exact way that works for your team. Avoid the dreaded unique permissions limit.
2

CB DYNAMICS 365 SEAMLESS ATTACHMENT EXTRACTOR

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Use your Dynamics storage space wisely and don't waste it on attachments. Automatically move attachments to SharePoint or other storage, even historical ones.
3

TRUTH
ENFORCER FOR SHAREPOINT

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Guarantee that no one manipulated those important files you have in SharePoint. Ensure authenticity and keep your system compliant with security frameworks like NIST and privacy regulations like GDPR.

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DRAG & DROP AND METADATA
FOR DYNAMICS 365 CE

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Enhance efficiency through metadata integration of SharePoint and Dynamics 365 CE and enabling drag & drop upload of multiple Dynamics 365 files.

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Your team uses Dynamics together with SharePoint. Transform their experience into the smoothest ever.
Finally, there is an out-of-the-box solution that you can get running quickly and that covers all your needs.

Benefits

Increase your team’s productivity

Increase your team’s productivity

Viewing documents and attachments in SharePoint is super practical for end‑users
Ensure compliance with GDPR, CCPA, and other regulations

Ensure compliance with GDPR, CCPA, and other regulations

The documents never leave your safe environment, and you know who has access
Make sure no one has tampered with your documents

Make sure no one has tampered with your documents

Use the full power of Blockchain technology to get the trust of all stakeholders
Get a free demo

Why Should I Go for the Dynamics 365 + SharePoint Document Management Suite?

Better together

Explore the Dynamics 365 + SharePoint Document Management Suite and you will see that these five products have great synergies and can make your Dynamics 365 Document Management a breeze.

Best deal

It is a smart move to get Dynamics 365 + SharePoint Document Management Suite now! We are offering you Truth Enforcer for SharePoint (1 year) for free, and it comes with 1000 seals per month. Don’t miss out!

Now is the time for your company to know how this could work for you. We would love to know about your specific needs.
Talk to our experts

Supported Versions in Any Combination

  • Dynamics 365 Customer Engagement, including
    Dynamics 365 Sales
    Dynamics 365 Customer Service
    Dynamics 365 Field Service
  • Dynamics CRM

    2013, 2015, 2016

  • Custom Dataverse solutions

  • SharePoint

    2013, 2016, 2019

  • SharePoint Online
  • Office 365

Check Out the Demos

Demo 1
CB Dynamics 365 to SharePoint Permissions Replicator Demo
CB Dynamics 365 to SharePoint Permissions Replicator
Demo 2
SharePoint Structure Creator Demo
SharePoint Structure Creator
Demo 3
CB Dynamics 365 Seamless Attachment Extractor Demo
CB Dynamics 365 Seamless Attachment Extractor

Demo 5

Drag & Drop and Metadata for Dynamics 365 CE installation video

Drag & Drop and Metadata
for Dynamics 365 CE

Demo 4
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Truth Enforcer for SharePoint
You can get your own personalized demo or a free trial
Get a free demo

Can I Use the Dynamics 365 + SharePoint Document Management Suite to Get Data from Other Software?

The best way to achieve this is to add Connect Bridge, our powerful integration platform.

Use Connect Bridge to feed your Dynamics 365 with data from any database or software. Effective and bidirectional, Connect Bridge has been the choice for customers across the globe for their Dynamics 365 integration projects for over a decade.

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Need More Convincing?

Getting the Dynamics 365 + SharePoint Document Management Suite
means getting a solution that handles multiple issues with using Dynamics 365 and SharePoint together.

This solution is:

Solution, that handles multiple issues with using Dynamics 365 and SharePoint together
Want to see it all in action? Have some questions you would like answered? We’re happy to arrange a quick web meeting to show you around.
Talk to our experts

More on this

GDPR Compliance with Dynamics 365 Document Management: What Should I Know?

Improving Document Security at the Waalitj Foundation

Enhancing Your Business with Dynamics 365 and SharePoint Integration

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