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Microsoft SharePoint is a collaboration and content management application that helps users store, manage, and share information. It integrates seamlessly with Dynamics 365 by providing users secure access to documents and information that they require to take business actions.

SharePoint integration greatly extends Dynamics 365’s document storage capability since it comes with 1TB storage per tenant. The integration enables users to store and manage documents through Dynamics 365 and provides various abilities like checking the document in and out, viewing version history and changing document properties. If your organisation works with sensitive data, you can boost document security with Information Rights Management (IRM) which enables administrators to place restrictions on files for certain users, such as; making a file read-only, disabling the copying of text, preventing users from saving a local copy and printing the file.

Both Microsoft Dynamics 365 and Microsoft SharePoint are very powerful business solutions but many people are unaware of the capability and advantages the integration can bring to their business. We have deployed this integration solution for many organisations helping them meet their business goals and streamline operations.


  • Put social to work Share ideas, discover answers and keep track of what your colleagues are working on with new social features throughout SharePoint.
  • Share your stuff Publish content to SharePoint from any Office application and share with people inside and outside your organisation in a few simple clicks.
  • Take SharePoint on the go Share documents, update your activity feed and keep in touch with your colleagues from your mobile phone or tablet.
  • Keep projects on track Organise all your projects and tasks to get visibility into upcoming deliverables across SharePoint, Outlook and Microsoft Project.
  • Keep your team connected Set up a new team site in minutes, track meeting notes and bring together all your team’s email and documents in one place.
  • Store and sync your docs Sync your content in SharePoint to your desktop with SkyDrive Pro, so docs are just a mouse click away, even if you’re offline.
  • Find experts you never knew existed Connect with people across your organisation and easily discover interests, past projects and documents they’ve worked on.
  • Discover insights and answers Turn raw data into gorgeous interactive reports with Excel 2013 and publish to SharePoint to share insights with the people you work with.

  • Find what you’re looking for Customise and narrow your search to deliver more relevant results and get recommendations on people and documents to follow.
  • Build apps in the cloud Build apps on common web technologies like JavaScript, HTML, and OAuth with the new Cloud App Model for SharePoint.
  • Publish apps to the SharePoint store Make your apps available to everyone to try and buy through the public Store or only available to your employees through the corporate catalogue.
  • Build eye-catching sitesUse familiar design tools and flexible controls to create dynamic intranet and internet sites to share your organisation’s vision with everyone.
  • Manage costs Reduce your infrastructure costs and extend the boundaries of sharing by running SharePoint in the cloud with Office 365.
  • Manage riskNew archiving, eDiscovery and case management capabilities extend across SharePoint, Exchange, and Lync.
  • Manage your time Spend more time delivering innovation and less time managing infrastructure with advances in SharePoint scale, performance, and management capabilities.


Best-Fit Solutions

Best-Fit Solutions

We start by understanding your business, its objectives to help you design a CRM strategy to align people, process and technology. We provide a suite of end-to-end services to ensure you gain maximum benefit from your chosen solution.

 Deep-Level Technology Expertise

Deep-Level Technology Expertise

As Microsoft Dynamics 365 Gold Partners and with Centres of Excellence focused on the different areas of the CRM stack, our deep-level expertise means design innovative solutions leveraging the latest product features and keeping the total cost of ownership to a minimum.

User At The Heart

User At The Heart

Its no point having an all singing, all dancing CRM if your users don’t understand the benefits. Our approach ensures your users are supported through your CRM journey and love the final outcome.


Want to reap the benefits of Dynamics 365 and SharePoint integration?

Contact us today on 01296 328 689 for a no obligation consultation and quotation.

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