Tag Archives: SharePoint Integration

Create custom SharePoint library structure within Dynamics 365 CRM and maintain documents/attachments with ease!

Document/attachment management is the necessity of the day. And for our Dynamics 365 CRM friends, SharePoint Security Sync is the apt app for this.  A preferred app on Microsoft AppSource, SharePoint Security Sync is a comprehensive solution which integrates Dynamics 365 CRM with SharePoint and provides secure access to confidential documents stored in SharePoint. And… Read More »

Dynamics 365 CRM Document Management and Data Security – Get both with SharePoint Security Sync!

When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes… Read More »

Top 3 reasons why SharePoint Security Sync is must for seamless document management within Dynamics 365 CRM

Easy data storage and seamless attachment management is the necessity of the hour. No business can function efficiently if its data is not maintained properly. Dynamics 365 CRM, a Powerful CRM Software which brings all of your Business Functions Together is one such application which businesses around the world rely on. Now to make Dynamics… 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 »

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 »