Integrate SharePoint
with Dynamics 365
Data Solutions
Connect SharePoint with Microsoft Dynamics 365 to manage documents, records, and content across CRM and collaboration platforms. Using KingswaySoft’s ETL-based integration, you can sync files, automate document location creation, and link records to relevant content repositories with full control over metadata and access.
Sample Integration Use Case
Link CRM Records to Shared Documents
Your sales team stores client-related documents in SharePoint, while customer profiles and interactions are managed in Dynamics 365. You want to ensure that each contact, opportunity, or case in Dynamics 365 is linked to the correct document location in SharePoint.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Improve Document Access from CRM
Enable your team to easily locate relevant files from within Dynamics 365 records.
Keep Systems Aligned Without Manual Effort
Automate document management and reduce the risk of inconsistent folder structures or missing links.
Aligned Data and Improved Workflows
Sync SharePoint folders with CRM records for a unified document experience.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Auto-create folders for records | Dynamics 365 → SharePoint | Ensure each CRM record has a dedicated file location |
| Link folder URLs to CRM fields | SharePoint → Dynamics 365 | Allow direct access to documents from CRM records |
| Sync metadata updates | Dynamics 365 → SharePoint | Reflect customer or case changes in SharePoint folders |
| Archive closed opportunities or cases | Dynamics 365 → SharePoint | Move documents to archival folders when CRM status changes |
| Consolidate file activity logs | SharePoint → Dynamics 365 | Track document access and edits from CRM users |
System Compatibility
Integration Tools Built for Each System
SharePoint
Work with document libraries, folders, and metadata through Microsoft Graph or REST APIs.
Learn More
Dynamics 365
Access CRM data across standard and custom entities using the Dynamics 365 API and CDS structures.
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
SharePoint Integration Scenarios
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More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics 365
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
Salesforce
SAP
