SharePoint Online with Dynamics 365?

Posted by

Has anyone here designed and/or implemented a SharePoint online system that works with Dynamics 365 as well as addressing a traditional business function based IA?
Reason I ask is we have a long-serving on premise SP2010 system with a traditional sales / customer / products & services / etc. design which we want to move Online plus we use D365 (with PSA) which integrates with SP Online in it’s own particular way.

——————————
Fastman
——————————

Hi, Which “side” of D365? F&O or CE/CRM?

Also what exactly are you looking to find out?

 

Hi
Thanks for the response; I’m talking CE/CRM. The reason for my question is that as recommended by Microsoft we initially implemented integration between D365 and SP Online with Account as the primary entity and sub-folders created automatically off that. I approved that initially on the pretext that our existing SP2010 system would remain our primary controlled document store, with use of the D365 related libraries restricted to what is required for operational purposes only.

That worked fine but as you likely know the D365 integration spawns multiple folders, and quite frankly as an old-school IM person what I see is a right-royal mess. Folders within folders, with a naming convention that is driven by system rather than business needs, and no obvious way to implement simple things like “all our customer invoices are in one place”.

——————————
Fastman
——————————

Ah yes, I understand you conundrum completely now.

I never advise my clients to use the OOTB integration between CRM and SharePoint for pretty much exactly that reason. I always strongly recommend to use a 3rd party tool that gives you more flexible and fine-grained control. If you want to contact me directly I can let you know which one I recommend.

 

Thanks, I suspect that’d be very helpful. I’ve sent you a LinkedIn request as well a contact request here.

——————————
Fastman
——————————

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.