How to Seamlessly Connect Dynamics 365 Business Central and SharePoint
Many organizations utilize SharePoint and Dynamics 365 Business Central side by side for data and document management. Unfortunately, the two platforms don’t fully integrate, meaning it can be a time-consuming process to keep them both organized and up-to-date.
Thankfully, the SharePoint Connector App by E Foqus is here to make your life a lot easier by creating a seamless connection between Dynamics 356 Business Central and SharePoint. This seamless connection provides several time-saving benefits, as it provides the ability to:
- Drag and drop documents and emails to SharePoint with Dynamics 365 Business Central
- Automatically create PDFs of invoices generated in Dynamics 365 Business Central and save them in SharePoint
- Automatically organize the SharePoint folder structure to match ERP activities in Dynamics 365 Business Central
- Generate documents from templates in Business Central and automatically upload them to the correct folder in SharePoint
- And more!
Want to see SharePoint Connector in action?
New SharePoint Connector Feature: Request an E-Signature Directly from Dynamics 365 Business Central
Along with SharePoint Connector’s many helpful features, we are excited to announce that it now supports both Adobe Sign and DocuSign for sending documents to be e-signed. This new feature makes it easier than ever to send documents to be signed, monitor the signing status, and manage signed documents, all without leaving Dynamics 365 Business Central.
Thanks to SharePoint Connectors e-signing feature, you can create documents from templates e.g. contracts, schedules, SLA’s etc. that can be edited in Microsoft Word Online as required. Once you have your document ready for signing, simply select the ‘e-Signing’ option within the SharePoint Connector App in Dynamics 365 Business Central.
This will open the SharePoint e-Signature window, where you can enter the name and email address of the contact that you wish to send the document to for signing. Once you have entered their details, select ‘Send to Adobe Sign for signature.’ The document will automatically be sent via Adobe Sign to the contact’s email address for e-signing.
On top of conveniently sending documents for e-signing, you can also track the status of the document from within Dynamics 365 Business Central thanks to the SharePoint Connector. For example, after you have sent the document for signing, the Adobe Status will update to ‘Out for Signature’. Once the document is signed, the status will automatically update to ‘Signed’, making it as easy as possible for you to keep track of the status of documents.
Ready to try SharePoint Connector for Yourself to Experience a Seamless Connection Between Dynamics 365 Business Central and SharePoint?
Meet SharePoint Connector App Users: Ride Designs
Ride Designs manufactures seating systems such as wheelchair cushions and back supports. Many of its products are custom designed for its clients, meaning Ride Designs works with a considerable number of files within its organization. Therefore, file management is crucial and central to managing everything Ride Designs does as a business.
To create custom designs, Ride Designs takes a 3D scan of its clients which needs to be stored and connected with the relevant order. When implementing Dynamics 365 Business Central just over a year ago, Ride Designs searched high and low for a solution that would allow them to achieve this. Finally, Ride Designs discovered E Foqus and quickly realized that the SharePoint Connector App was the best way to go.
SharePoint Connector has allowed Ride Designs to organize and connect the details of every order in both SharePoint and Dynamics 365 Business Central. They can simply drag and drop the files submitted directly from Dynamics 365 Business Central to be stored securely in SharePoint. In the two months since using the SharePoint Connector, Ride Designs has uploaded over 26,000 files to SharePoint without leaving Dynamics 365 Business Central!
In the words of Kyle Bieganek, IT Manager at Ride Designs:
“It’s not necessarily the software that matters most, but the support that you get from the company that publishes the software. E Foqus has been really responsive. We have had a couple of challenges regarding our company’s needs, and they have helped us out, which is so important. We’ve had a great experience so far!”
Frequently Asked Questions About Connecting SharePoint and Dynamics 365 Business Central with the SharePoint Connector
How do I get Started with the SharePoint Connector App?
Getting started with SharePoint Connector is easy! Simply download the App from the App Source, and follow the instructions in our easy-to-follow Set-Up Videos.
How Much Does the SharePoint Connector App Cost?
The SharePoint Connector is $2500 USD per year on a subscription basis licensed on a production instance level.
Can I Try SharePoint Connector for Free Before Committing?
Yes, you sure can! The SharePoint Connector is available on the Microsoft AppSource, and you can opt-in for a free trial to ensure it meets your requirements before transitioning to the paid plan. The free trial gives you access to all the features the SharePoint Connector has to offer – none of its benefits are restricted to the paid version.
Yes, you sure can! The SharePoint Connector is available on the Microsoft AppSource, and you can opt-in for a free trial to ensure it meets your requirements before transitioning to the paid plan. The free trial gives you access to all the features the SharePoint Connector has to offer – none of its benefits are restricted to the paid version.
The free trial lasts for 30 days; however, if you need to factor SharePoint Connector into your development process for Dynamics 365 Business Central, get in touch today and we can make it available to you for longer.
Whatever your situation is, we are here to help, so if you have any questions about the SharePoint Connector during your free trial, please don’t hesitate to get in touch at info@efoqus.ca.
Can you Customize SharePoint Metadata with the SharePoint Connector?
Metadata is very important if you are doing work on the SharePoint side. The SharePoint Connector app will allow you to customize the Metadata, whether it’s customer data, phone numbers or email addresses.
Does SharePoint Have the Space to Store the Files?
SharePoint has played many roles over the years. It started as an Intranet building system and although it still has the functionality to be used in this way, it is also the foundation for file storage in Microsoft 365, including Microsoft Teams, OneDrive and OneDrive for Business.
Does the SharePoint Connector App Also Work on Dynamics 365 Business Central On-Premises?
Yes, the SharePoint Connector App works on Dynamics 365 Business Central on-premises from version 16 and onwards.
Can you use the SharePoint Connector with Dynamics 365 Business Central Customizations?
Yes, everything is available to use by developers with custom code, so if you want to integrate any functionality and add SharePoint to that, then SharePoint Connector is here for you – that’s what it was made for!
What is the Location of File Storage with the SharePoint Connector App?
Files will follow your Office 365 tenant. So, they will sit in the same place as your emails and data associated with your Office 365. If, for example, your organization is based in Canada and your Office 365 tenant is in Canada, then any documents stored using the SharePoint Connector will also be stored in Canada.
Is it Possible to Provide Certain Users with Read-only Rights to SharePoint documents from within Dynamics 365 Business Central through SharePoint Permissions on the Library or Folder?
No, unfortunately, it’s not that simple! To be able to do this, you would need to develop a customization.
Can the SharePoint Connector App be Implemented in All Versions of Dynamics 365 Business Central?
The SharePoint Connector is available for Dynamics 365 Business Central on-premises for Version 16 and above. The cloud version is kept up to date and is always available on the latest version of Dynamics 365 Business Central.
Is it Possible to Link Different Dynamics 365 Business Central Record Types to Different Document Libraries or Even to Different SharePoint Sites? Or Does it All Need to be in the Same Document Library?
Unfortunately, this is not possible right now, but it is on the SharePoint Connector roadmap for the future. There is a “hack” that can accomplish 80% of it, so if you would like more information on the interim solution, don’t hesitate to get in touch at info@efoqus.ca.
What’s the Difference Between the ‘Attachment’ Box and the ‘SharePoint’ Box?
The Attachment box is the built-in document library stored in the Dynamics 365 Business Central database. The SharePoint box isn’t connected to that. Currently, developers have no control over the attachments box as it is hardcoded by Microsoft.
Looking for More Information on the Sharepoint Connector to Seamlessly Connect Dynamics 365 Business Central and SharePoint?
Getting started with SharePoint Connector is simple. Try it yourself today by downloading a free trial of the App from the AppSource and follow the instructions in our easy-to-follow Set-Up Videos. If you have any questions, concerns or a specific use-case for the SharePoint Connector that you’d like to discuss, please don’t hesitate to contact us at info@efoqus.ca.
