Tag Archives: SharePoint

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 »

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 »

New SharePoint Security Sync feature to add eSignature in your Dynamics 365 CRM documents using DocuSign – Close Deals Faster in a compliant and secure way!

In our last blog, you were reacquainted with the exclusive features of SharePoint Security Sync – a comprehensive solution integrating SharePoint with Dynamics 365 CRM/Power Apps for document/attachment management – which is also a Preferred App on Microsoft AppSource.  Now, to make it more appealing for our Dynamics 365 CRM friends, we are introducing a… Read More »

Why SharePoint Security Sync is a must have app for Dynamics 365 CRM and SharePoint document management?

Data security is the most important factor for businesses around the world. And as we know, in today’s world we face many threats with regards to data security. In these situations, adding different layers of security to all business data is quite common. You can also do this with our quite formidable Dynamics 365 CRM… Read More »

Programmatically create folders and upload files in SharePoint Server 2013 through Plug-in/Workflow

Introduction: Dynamics CRM has native integration with Sharepoint so that Sharepoint can be used as the document management tool for Microsoft Dynamics CRM. The Document management integration however is restricted to associating Dynamics CRM Records to Sharepoint folders and displaying them from within Dynamics CRM. All files need to be uploaded manually by the user… 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 »

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 »