Tag Archives: SharePoint Integration

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 »

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

Introduction Recently we had a requirement from a client, they wanted to remove the GUID appended to the folder name. There is a hidden way to achieve this. It is stored in an OrganizationSettings, though they have not exposed a way on a UI to update this, however, this can be done programmatically. Please follow… 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 »