Dynamics 365 + SharePoint Document Management Suite

Maintain consistent access control when storing Dynamics 365 documents in SharePoint.

• Automatically replicates Dynamics 365 security roles in SharePoint
• Prevents unauthorized access to sensitive CRM documents
• Simplifies compliance with data privacy laws and internal access policies

Creates and aligns SharePoint folder structures with Dynamics 365 records.

• Generates logical SharePoint hierarchies based on CRM entities
• Ensures consistent document organization across teams
• Saves time and reduces manual errors during document management

Offloads CRM email and note attachments to SharePoint - without disrupting workflows.

• Moves attachments from Dynamics 365 to SharePoint automatically
• Reduces CRM storage usage and improves system performance
• Keeps SharePoint links accessible directly within CRM records

Ensures data integrity through cryptographic verification across multiple SharePoint instances.

• Verifies documents using blockchain-backed digital fingerprints
• Detects unauthorized tampering across SharePoint environments
• Supports audits, legal holds, and regulatory integrity checks

Empowers users to upload files with context and compliance - right from the Dynamics interface.

• Drag and drop multiple documents at once into Dynamics 365 CE records
• Quickly assign SharePoint metadata within Dynamics 365 CE
• Boost user adoption while ensuring structured document management