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.
Sample Integration Use Case
Document Management for CRM Records
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.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
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.
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
Dynamics 365
Extract and load data from all standard and custom entities across CRM, Sales, and ERP workloads.
Learn More
SharePoint
Work with SharePoint folders, files, and metadata using connectors that support read and write operations.
Learn MoreAccess 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
Dynamics 365 Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
Integrate Dynamics 365 with Azure Data Lake
Integrate Dynamics 365 with Azure Functions
Integrate Dynamics 365 with Azure Service Bus
Integrate Dynamics 365 with Excel
Integrate Dynamics 365 with LinkedIn
Integrate Dynamics 365 with Power BI
Integrate Dynamics 365 with QuickBooks
Integrate Dynamics 365 with Salesforce
Integrate Dynamics 365 with Microsoft Teams
Integrate Dynamics 365 with XML
More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
Salesforce
SharePoint
