Integrating Dynamics 365 with SharePoint

Discover how to integrate the content management system of SharePoint with the customer relationship management tool Dynamics 365 to create a comprehensive management solution.

Dynamics is a powerful customer relationship manager (CRM). When combined with SharePoint, it can also manage documents and data, becoming a comprehensive enterprise management solution. In this course, Tiffany Songvilay explores how to integrate the document and content management system of SharePoint with the customer relationship management tool Dynamics 365 to more effectively share information with your colleagues. Tiffany covers adding, editing, and managing documents inside of Dynamics 365, viewing documents in SharePoint, and working with content types. Plus, she explains how to install and integrate with other apps, such as OneNote and Yammer.

Introduction

• Welcome
• What you should know

1. Add Documents in Dynamics

• Enable server-based integration
• Change default site names
• Upload in an account
• Add other content
• Edit a document

2. View Documents in SharePoint

• Fix a broken connection
• Show items without folders
• Search for a document
• Create an alert
• Enforce container-based permissions
• Consider library-based retention

3. Work with Content Types

• Change the folder structure
• Create a content type
• Add a template to a library
• Set default column values
• Edit Document Associated View
• Configure Content Query Web Part

4. Install Other Apps

• Use OneNote
• Integrate with Yammer
• See CRM data in Delve
• Create a survey

Conclusion

• Next steps