Category Archives: SharePoint

From Teams to Outlook to SharePoint: How to Make Your Copilot Work Consistently Everywhere!

Introduction Microsoft Copilot Studio has unlocked a new era of conversational AI for organizations looking to automate workflows, improve employee productivity, and extend intelligence into everyday apps. But while creating a copilot is becoming easier, scaling that copilot across Microsoft 365, especially Teams, Outlook, SharePoint, Word, and other surfaces, is where most organizations hit a… Read More »

Enhancing Knowledge Retrieval with Microsoft Copilot Agents in Dynamics CRM and SharePoint

Studies show that 70% of employees spend unnecessary time searching for information across multiple systems, leading to productivity losses and delayed responses. According to a Gartner report, inefficient knowledge management costs organizations an average of $1.5 million annually. Microsoft Copilot Agents, integrated with Dynamics 365 and SharePoint, eliminate these inefficiencies by delivering instant, context-aware responses.… Read More »

How to Set up Copilot to Use Specific SharePoint Folders in Dynamics 365 Sales: A Simple Guide

In today’s fast-paced sales world, time is crucial. With Copilot, you can easily access important documents stored in SharePoint from Dynamics 365 Sales. However, when searching for a specific document in CRM through SharePoint, you may get a flood of irrelevant results, making it frustrating to find the right one. That’s where Microsoft Dynamics 365… Read More »

Create a table in Dynamics 365 CRM from the SharePoint List

In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards.  This is where table creation from the SharePoint list… Read More »

Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!

The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Dynamics 365 SharePoint integration often opt for native integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting up SharePoint… Read More »

Integrate and customize SharePoint forms with PowerApps

Recently, we were tasked with a client requirement to customize SharePoint forms, specifically the SharePoint file properties form within a document library. The client needed us to add and modify fields by changing control types. To meet this requirement, we successfully leveraged PowerApps. In this blog post, we will detail the steps we took to… Read More »

Track specific column update of SharePoint List Item when using Power Automate Cloud Flows

Coming from a Dynamics CRM/ Dataverse background and having written plugins and later flows using Common Data Service (Current Environment) connector, I was a little lost looking at the SharePoint trigger for When a list item is added or modified. With the CDS (CE) connector, when you use the When an item is created, updated,… Read More »

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 »

Looking for a smart option to manage documents and disk space within Dynamics 365 CRM?

Don’t look further! Attach2Dynamics – one of our Preferred Apps on Microsoft AppSource – is what you need. How? Let’s go through some of the prominent features of Attach2Dynamics one by one to see how it is the apt app for your organization. Seamless Integration with Multiple Cloud Storages When it comes to freeing space… Read More »

SharePoint Security Sync + DocuSign integration within Dynamics 365 CRM – A sure shot way to close deals quickly and easily!

In our recent blog, we gave a brief glimpse of the upcoming new feature of SharePoint Security Sync – DocuSign integration (have a quick look of the same in our teaser video). In this blog, we will get into the details about how you can implement this newly released feature in your Dynamics 365 CRM/Power… Read More »