Do you use SharePoint alongside Dynamics 365 Business Central for storing data and documents?
For many organizations, using these two Microsoft applications side by side provides many benefits. SharePoint is an excellent tool for organizations to store, organize and locate information quickly. It has a very strong security model to keep confidential data or customer information safe. Plus, it provides greater storage capacity than Dynamics 365 Business Central which can help you reduce your storage costs.
However, when using both SharePoint and Dynamics 365 Business Central, you might find yourself duplicating efforts and switching between the two applications as they don’t fully integrate out-of-the-box. This means that keeping documents up to date across both platforms can become very inefficient and time-consuming, not to mention the risk and headache involved if the information in SharePoint is different from that stored in Dynamics 365 or vice versa.
Thankfully, there is a solution! The SharePoint Connector app by EFOQUS enables you to effortlessly connect Microsoft Dynamics 365 Business Central to SharePoint so you can experience a seamless connection between Dynamics 365 Business Central and SharePoint. Never again will you need to leave Dynamics 365 Business Central to store, update or organize your files in SharePoint. On top of this, we’re excited to announce a new ‘drag and drop’ functionality has been added to the SharePoint Connector to make it easier than ever to load new documents into both Dynamics 365 Business Central and SharePoint in one fell swoop.
Benefits of Connecting Dynamics 365 Business Central and SharePoint with SharePoint Connector
There are many benefits to working with both Dynamics 365 Business Central and SharePoint, including increased storage capacity, improved security, and making it easy for employees across your organization to access relevant data or reports. SharePoint Connector helps take these benefits even further by enhancing the way you work between the two applications to enhance productivity and improve the user experience.
One common frustration of working across both Dynamics 365 Business Central is the repetition of tasks. Every time you update a file in Dynamics 365 Business Central, you must do the same in SharePoint to ensure consistency. If you don’t, you will likely find yourself in a situation where there are a number of discrepancies between the two platforms. This can have serious implications across your organization as outdated data or documents could then be used for reporting or decision-making. Thankfully, the frustrations and inefficiencies associated with duplicating work between Dynamics 365 Business Central and SharePoint can easily be resolved by seamlessly integrating the two platforms with SharePoint Connector.
SharePoint is widely used to organize and share data within organizations, so it’s really important to ensure it’s available in SharePoint as well as Dynamics 365 Business Central.
Thankfully, SharePoint Connector allows you to connect your Microsoft SharePoint Document Library with ERP data in Dynamics 365 Business Central, so you can view and access content in SharePoint directly from Business Central.
Removing the need to switch between the two applications will significantly reduce the amount of time you are required to spend on data management and will help you keep data consistent and up-to-date across both platforms with ease.
On top of making it easier and more enjoyable to work across both Dynamics 365 Business and SharePoint, there are also a number of benefits of SharePoint Connector when it comes to data management and data analysis. First, you can automatically save data or reports in the correct SharePoint folder making it easy for the right people across your organization to access the information they need. Additionally, the extra storage limits in SharePoint mean you may be able to avoid the higher cost of storage in Dynamics 365 Business Central – it’s a win-win.
Experience Seamless Integration Between Dynamics 365 Business Central & SharePoint
On top of these many benefits, SharePoint Connector also enables organizations to:
- Save Time: SharePoint Connector will save your employees time by automating tasks that would usually require movement between Dynamics 365 Business Central and SharePoint. With SharePoint Connector, you can automatically create a PDF of invoices created in Dynamics 365 Business Central and save them to a relevant client folder in SharePoint. Plus, you can upload sales documents, invoices, and purchase documents straight from Dynamics 365 Business Central to SharePoint
- Easily Organize Folder Structure – With Sharepoint Connector you can utilize the power of the data structure within Dynamics 365 Business Central to automatically create the folder structure in SharePoint. Plus, you can generate documents from templates in Business Central and automatically upload them to the right folder on SharePoint
- Improve User Experience – SharePoint Connector enables a seamless user experience between SharePoint and Dynamics 365, enabling your employees to save time, enhance data accuracy and increase efficiency.
Introducing the new ‘Drag and Drop’ Functionality in SharePoint Connector
If you are working across both Dynamics 365 Business Central and SharePoint you may be familiar with the monotonous task of uploading files to both SharePoint and Business Central separately. Thankfully, SharePoint Connector removes the need to do this by automatically keeping SharePoint up to date with files loaded into Business Central.
Plus, when you think it couldn’t get any easier, SharePoint Connector has recently added an extremely helpful new ‘Drag and Drop’ function that makes it even simpler to load new documents into SharePoint from Dynamics 365 Business Central. It really is as simple as it sounds – you can drag documents into Business Central and they will automatically be saved to the appropriate place in SharePoint.
To get started with the drag and drop functionality, you must first navigate to the SharePoint Table Mapping and add the SharePoint Connector to the place you need it, for example, the Customer Card.
Once you have done this, the SharePoint drag and drop file loading area will appear on the correct page in Dynamics 365 Business Central.
From this point, it really is as simple as it sounds!
You can drag and drop the files you need to load directly into this SharePoint box and they automatically upload to SharePoint. You can also drag emails directly from Outlook, in the same way, to easily load them into SharePoint.
For more information on the new drag and drop functionality, check out our helpful how-to video: Drag and drop to Business Central with the SharePoint Connector.
Getting Started with SharePoint Connector For Dynamics 365 Business Central
Are you ready to improve the way your organization works between Dynamics 365 Business Central and Sharepoint? If so, SharePoint Connector is the answer for achieving seamless integration between the two applications. Getting started is easy and you can try it for free by simply downloading the App from the AppSource and following the instructions outlined in our SharePoint Connector Set-Up Videos.
Or, for more information on how to use the drag and drop functionality specifically, watch this helpful how-to video: Drag and drop to Business Central with the SharePoint Connector.
If you’d like to take your organization to the next level with Microsoft Dynamics 365, get in touch today.