Integrating Microsoft Dynamics 365 CRM with SharePoint enhances productivity by leveraging SharePoint’s robust document management and team collaboration features. Fortunately, Microsoft provides a native SharePoint integration, making the setup straightforward.

Quick Integration Steps:

• Access Settings – Log in as an Admin, navigate to ‘Advanced Settings’ → ‘System - Document Management’.

• Enable Integration – Choose ‘Configure Server-Based SharePoint Integration’.

• Define Connection – Select ‘Online’ or ‘On-Premises’ and validate your SharePoint URL.

• Activate Integration – Click ‘Finish’ to complete the setup.

• Configure Document Management – Select entities (Account, Contact, etc.) for SharePoint folder structure.

Once integrated, Dynamics 365 users can manage documents directly from CRM within the enabled entities, ensuring seamless collaboration and accessibility.

Want a detailed, step-by-step guide? Read the full blog here: https://www.websynergies.com/en/discover/blogs/how-to-set-up-microsoft-dynamics-365-integration-with-sharepoint