Category Archives: Integrations

Free up Dynamics 365 CRM storage Space, Manage Attachments, Ensure data security – Multiple benefits with one app SharePoint Security Sync!

Managing attachments/documents in Dynamics 365 CRM/Power Apps is a crucial task. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. But what if you lack space to store these attachments? And you need to store confidential information in… Read More »

How to remove GUID from folder name in Dynamics 365 CRM and SharePoint integration

SharePoint Security Sync enables you to create custom document library structure in SharePoint and also customize the record folder name which is quite helpful for data storage and management in a smart way! Introduction Recently we had a requirement from a client, they wanted to remove the GUID appended to the folder name. There is a hidden… Read More »

SharePoint Integration with Microsoft Portal

 Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint’s integration with MS Portal. With the commencement of this feature, it would… Read More »

Integrate QuickBooks & Dynamics CRM to Streamline Your Business Processes

With over 4.3 million businesses using QuickBooks, it is one of the leading and a preferred accounting application for SMBs. Also, according to a study conducted by Forrester polling 2,000 employees that were using Microsoft Dynamics CRM found that ROI, when a system is properly integrated, can exceed a whopping 245%. Businesses also prefer Dynamics… Read More »

OneDrive Integration with Dynamics CRM 2016 Online

Introduction Before we explain you how to integrate OneDrive with Microsoft Dynamics CRM 2016 Online, let’s see what OneDrive is all about. OneDrive can be the most preferred option to store private documents. While you can use Office 365 Groups for collaborative storage, SharePoint can be used for public documents. For instance, when there is… Read More »

Full-Text Search in SharePoint files from Dynamics CRM

Introduction In order to utilize the rich document management features of SharePoint and use it as the file storage platform, Dynamics 365 CRM has provided native integration to SharePoint. SharePoint Integration Once Document Management is enabled for an entity in CRM, you can see the following tab available in the Dynamics CRM entity forms. Through this… Read More »

Tip while migrating Products to Microsoft Dynamics CRM

Introduction Most CRM Implementations involve data migration from legacy system. This article is a tip for smooth migration of Product data to Dynamics CRM. Product Record mandatory fields As you know that the when we create the product in CRM, we select the Unit Group and the Default Unit on Product. Unit group is a… Read More »

One Note Integration with Dynamics CRM 2015 Online Update 1

Introduction: In today’s world there would be very few who perhaps still use notepad or like application for taking notes. Majority use application like OneNote or EverNote to manage their notes. These application allow recording of rich data like pictures, videos etc within the application for later consumption. Recording notes traditionally in CRM has been… Read More »

Extending Sharepoint 2013 and integrating with CRM 2013 IFD

As we all know, for document management, we require SharePoint to be integrated with the CRM. Therefore, if the CRM is on IFD and if we want to integrate it with SharePoint (on-premise), then we need to extend it in order to make it accessible over the internet. Below are the steps that will help us to extend SharePoint and… Read More »