Dynamics 365 & SharePoint Integration
Store, manage, and collaborate on documents against your CRM and ERP records — keep quotes, contracts, and files where they belong, in SharePoint.
Does Dynamics 365 integrate with SharePoint for document management?
Yes. Dynamics 365 has native SharePoint integration for document management. Files attached to records — like quotes, contracts, and project documents — are stored in SharePoint instead of the Dataverse database, giving you version history, co-authoring, and lower storage costs, all surfaced inside the record.
Why connect Dynamics 365 with SharePoint
Documents scattered outside your system of record are hard to find, version, and secure. SharePoint integration fixes that.
Documents Everywhere
Files on desktops and email instead of against the record.
Costly Database Storage
Storing large files in Dataverse drives up storage costs.
No Version Control
No reliable history of who changed what and when.
Hard to Collaborate
No easy co-authoring on quotes, contracts, and proposals.
Slow Document Search
Time wasted hunting for the latest version of a file.
Inconsistent Permissions
Document access not aligned with record security.
What Dynamics 365 + SharePoint integration delivers
Proper document management, surfaced right inside your records.
We connect SharePoint to your whole platform
We combine native document management with Power Platform automation.
Our SharePoint integration approach
A clear path to organised, version-controlled documents.
Discovery
We map your document types, structure, and security needs.
Design
We design the SharePoint structure and integration model.
Build & Test
We configure document management and automation, then test.
Rollout & Adoption
We migrate documents, train users, and support you.
Why choose PraviMinds for SharePoint integration
Structured, secure document management that people actually use.
Microsoft Ecosystem Experts
We work across Dynamics 365, SharePoint, and Power Platform daily.
Structured by Design
Sensible folder structures and metadata, not a dumping ground.
Security-Aligned
Document access that matches your record permissions.
Senior, Certified Engineers
Built by senior Microsoft consultants with 8+ years average experience.
Adoption-Focused
We make document management effortless for users.
Fixed, Transparent Pricing
Clear scopes and quotes up front, with no padded hours.
SharePoint Integration FAQs
Does Dynamics 365 store documents in SharePoint by default?
Dynamics 365 supports native SharePoint integration, which we enable and configure so that documents attached to records are stored in SharePoint rather than the Dataverse database.
Why store Dynamics 365 documents in SharePoint?
SharePoint offers richer document management — version history, co-authoring, large file support, and lower storage cost — than storing files directly in the Dataverse database.
Can folders be created automatically for each record?
Yes. Using Power Automate, we can automatically create and organise SharePoint folders for each account, opportunity, or project.
Can we generate quotes and contracts into SharePoint?
Yes. We configure document generation so quotes, contracts, and other templates are produced from Dynamics 365 data and stored in SharePoint.
Will document permissions match our CRM security?
We align SharePoint permissions with your Dynamics 365 security model as closely as the platforms allow, and design the structure to keep access consistent.
Ready to get your documents under control?
Talk to our specialists about connecting Dynamics 365 with SharePoint.