SharePoint Connector for Dynamics 365

Estimated read time = 6 minutes

Documents and data are at the core of every organization, but due to the sheer volume of information available, many companies struggle to effectively manage and maintain documentation in a way that’s consistent and relevant. Having a smooth and robust document management system, with the right governance and controls in place is critical for higher productivity, accessibility and transparency – and that’s where SharePoint comes in.

SharePoint is a web-based collaborative platform that integrates with Microsoft Office and is often used as a document management system (among other things). SharePoint offers value to organizations of all sizes; from small to large scale enterprises as it seamlessly scales to meet organizational demands facilitating collaboration, communication and information storage. SharePoint enables organizations to store, organize, and locate information quickly and has the capability to manage documents in model-driven apps in Dynamics 365 Business Central.

SharePoint is also a great tool to use alongside Dynamics 365 Business Central for storing data and documents. It has a very strong security model that keeps confidential information safe and gives you administrative control over viewing permissions. It also has a greater storage capacity than Dynamics 365, with a 10GB standard in comparison to a 5GB standard. Taking advantage of this extra storage capacity in SharePoint can actually help you reduce your storage costs by storing records in SharePoint rather than Dynamics 365 Business Central.

When it comes to using SharePoint and Dynamics 365 Business Central without the SharePoint Connector, you might find yourself duplicating efforts and switching between the two applications as they don’t integrate out-of-the-box. Oftentimes, it makes sense to house specific information, such as invoices or PO’s that are created Dynamics 365 Business Central, in the specific customer’s folder in SharePoint. This isn’t natively supported in Dynamics 365 Business Central so without the SharePoint Connector, users must create the document in Dynamics 365 Business Central and then add it to the customer folder in SharePoint. This can be a complete time-suck and the manual nature of the process is inefficient.

This means that in order to keep both SharePoint and Dynamics 365 Business Central applications up to date, you may find yourself doing the same thing twice and wasting precious time. It also increases the risk of errors and inconsistencies in your data such as accidentally storing the document in the incorrect folder or location on SharePoint.

The good news is that there is a solution to avoid this manual process. SharePoint Connector, enables you to effortlessly connect Microsoft Dynamics 365 Business Central to SharePoint so you can experience a seamless connection between the two applications. This means you will no longer need to leave Dynamics 365 Business Central to save files in a specific SharePoint folder!

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Connecting Dynamics 365 Business Central and SharePoint with SharePoint Connector

SharePoint Connector enables organizations to seamlessly connect Microsoft SharePoint Document Library with ERP data in Dynamics 365 Business Central. This means you will be able to view and access content located in a SharePoint folder directly from Dynamic 365 Business Central, without switching between the two applications. Plus, when you create documents in Dynamics 365 Business Central, SharePoint Connector enables you to save them in a specific SharePoint folder automatically.

There are also added benefits when it comes to data management and analysis. As SharePoint is widely used by organizations to organize, access and share data, it’s important to ensure that customer information is saved in and accessible from SharePoint as well as Dynamics 365.

SharePoint Connector allows you to automatically add results from reports created in Dynamics 365 Business Central to a specific location in SharePoint, so that you can house all customer information in a single, accessible SharePoint location, avoiding the higher price tag of Dynamic 365 storage capacity.

With SharePoint Connector, organizations can configure multiple data points within Business Central to map to specific SharePoint Folders. Having this connection will make life much easier for you and your team and means you will no longer have to login to both Dynamics 365 CRM and SharePoint when trying to access information.

Another handy, time-saving feature of the SharePoint Connector is that it facilitates the printing of documents directly from Dynamics 365 Business Central. This means that you will no longer need to switch between applications to open the documents that you need printed. You will be able to manage the whole process simply, while reducing human error, within Dynamics 365 Business Central.

SharePoint Connector

SharePoint Connector Enhances Productivity and Enables Organizations to:

  • Automatically create a PDF of invoices created in Dynamics 365 Business Central and save them to a relevant client folder in SharePoint
  • Utilize the power of the data structure within Dynamics 365 Business Central to automatically create the folder structure in SharePoint
  • Automatically upload sales documents, invoices and purchase documents from Dynamics 365 Business Central to SharePoint
  • Generate documents from templates in Business Central and automatically upload them to the right folder on SharePoint
  • SharePoint Connector enables a seamless user experience between SharePoint and Dynamics 365, enabling your employees to save time, enhance data accuracy and increase efficiency.

How Will Connecting Dynamics 365 Business Central and SharePoint with SharePoint Connector Benefit Your Organization?

Having a seamless integration between Dynamics 365 Business Central and SharePoint will revolutionize the way you work with the two applications, enhance employee productivity and reduce the time spent on information management while making your data more consistent and less prone to errors.

SharePoint Connector is an easy way to seamlessly integrate the two applications and there are a number of benefits your organization can experience as a result of using it to integrate SharePoint and Dynamics 365 Business Central.

During the SharePoint Connector set up, you can easily map folders so that documents will automatically be added from Business Central to a specific folder in SharePoint. This eliminates the need for you to manually load documents into SharePoint, saving you time and removing the risk of human error.

Another benefit of the seamless connection created by SharePoint Connector is that you will be able to map different data types in Dynamics 365 Business Central to different folder locations in SharePoint Document Library. The fact that data will automatically be shared between the two applications will ensure that there are no inconsistencies between SharePoint and Dynamics 365 giving you extra confidence in your data, no matter where you access it from. Plus, you won’t need to switch between the two platforms to find the documents you need!

Getting Started with SharePoint Connector

If you’d like to improve the way your organization works between Dynamics 365 Business Central and SharePoint, then getting started with SharePoint Connector is easy.

You can try it today for free by simply downloading the App from the AppSource and following the instructions outlined in our SharePoint Connector Set-Up Videos. It won’t be long until you have your organization up and running so you can start reaping the rewards of a connected Business Central and SharePoint Environment.

Author: Erik Hougaard, Managing Partner, E Foqus Canada

Erik Hougaard E Foqus

Being part of the Microsoft Dynamics NAV community since 1990, Erik Hougaard has worked with every version and visited all corners of the system. Worked with NAV for the biggest companies in Denmark and across numerous industries. Erik has been awarded a Microsoft MVP Award for his Dynamics NAV contributions every year since 2014. Erik developed a 3000 users Dynamics NAV system for A.P.Møller Mærsk (MAERSK) from 1999 to 2013.