This content originally appeared on DEV Community and was authored by Aiswarya Madhu
We’ve all been there — the CRM is packed with records, but the second you need a document, you’re clicking through tabs like you’re trying to unlock a cheat code.
Dynamics 365 handles customer relationships beautifully, but when it comes to document management, it’s… well… not SharePoint.
That’s where the magic happens: plug D365 into SharePoint, and suddenly:
Storage limits aren’t breathing down your neck.
You get proper version control, metadata, and permissions that actually make sense.
Teams can work in one place without hopping between tabs like it’s 2005.
But here’s the thing — this integration isn’t “set it and forget it.”
If you don’t sync permissions, you might accidentally give the intern access to that confidential board report. If you don’t standardize folder structures, you’ll have 14 versions of “FinalContract_v3_FINAL2.docx” floating around.
The real win?
When you treat this integration as an architectural choice, not just a storage hack. We’ve seen teams cut document search time by 70%, drop storage costs 15x, and even tighten compliance without hiring an army of admins.
It’s not glamorous. It’s not AI.
But it’s the kind of ops-level improvement that makes everything else smoother.
So, devs, architects, admins — how are you handling your Dynamics 365 document chaos? Are you integrating with SharePoint, or still wrestling with the default storage?
https://nalashaadigital.com/blog/dynamics-365-integration-guide/
This content originally appeared on DEV Community and was authored by Aiswarya Madhu
Aiswarya Madhu | Sciencx (2025-08-11T13:54:36+00:00) Dynamics 365 + SharePoint Integration. Retrieved from https://www.scien.cx/2025/08/11/dynamics-365-sharepoint-integration/
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