Integrate Dynamics 365
with SharePoint

Data Solutions

Connect Dynamics 365 with Microsoft SharePoint to manage documents, support collaboration, and maintain secure storage linked to CRM records. Our ETL-based integration enables automated document transfer and metadata synchronization between systems using reliable connectors.

Dynamics 365 ToolkitSharePoint Toolkit

Dynamics 365 and SharePoint Integration

Sample Integration Use Case

Document Management for CRM Records

Dynamics 365 and SharePoint Integration

Your sales and support teams manage documents such as contracts, proposals, and customer files within Dynamics 365, but need them stored in SharePoint for compliance and easy access. This integration ensures files are properly organized and linked to the correct CRM records.

  • Document Uploaded in Dynamics 365: Attached to an opportunity, case, or contact record

  • ETL Workflow Transfers Document to SharePoint: File is moved to the correct folder or site collection

  • Metadata Updated Automatically: Key CRM fields are passed to SharePoint for tagging, filtering, or search indexing

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Developed for Complex Enterprise Workloads

Our Solutions Are Built to Support
Advanced Data Workflows Across Systems

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Centralize Document Storage While Keeping CRM Context

Centralize Document Storage While Keeping CRM Context

By linking Dynamics 365 with Microsoft SharePoint, teams gain access to key documents without duplicating storage.

Maintain Security and Version Control Across Systems

SharePoint permissions, versioning, and folder structures remain in place while CRM users benefit from connected document access.

Maintain Security and Version Control Across Systems

Aligned Data and Improved Workflows

Automate document management between Dynamics 365 and Microsoft SharePoint for storage, search, and access.

Scenario Data Movement Business Outcomes
Upload contract from CRM Dynamics 365 → Microsoft SharePoint Store documents securely and link to related records
Archive customer files Dynamics 365 → Microsoft SharePoint Reduce CRM storage load and improve document organization
Sync metadata from CRM Dynamics 365 → Microsoft SharePoint Apply tags or properties based on CRM data
View linked documents in CRM Microsoft SharePoint → Dynamics 365 Enable users to access files from within CRM records
Route files by record type Dynamics 365 → Microsoft SharePoint Place documents in the correct folder based on entity or category

System Compatibility

Integration Tools Built for Each System

Access the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.

Comprehensive Integration Solution
Using Our SSIS Ultimate Edition

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Dynamics 365 Integration Scenarios

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components connect enterprise platforms and services to support practical business processes.

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