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Get in touch with us with your business problem and we’ll consult you on the suitable service solution.
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Read successful stories from our clients across various industries.
Find the right service according to your specific business needs.
Check the answers to the commonly asked questions and feel free to ask yours.
Updated: October 2nd, 2024
SharePoint and Dynamics 365 Finance and Operations (MD365 F&O) are powerful tools that, when integrated, can significantly enhance your document management and operational efficiency. It will be a useful tool for any type and size of business due to simplicity and numerous benefits.
Integration requires pre-paid product licenses for Sharepoint and Microsoft Dynamics 365 Finance and Operations. Integration process is very simple and does not require any special knowledge. It can be achieved easily with the help of steps below. This guide walks you through the essential steps to set up SharePoint for use with Microsoft Dynamics 365 Finance and Operations, including configuring document management, setting up print management for customer statements, and attaching documents to sales orders.
These are simple steps to set up the SharePoint and prepare MD365 F&O environment for integration. This process is very easy and does nor require any additional expertise or help from the technical department.
First, you’ll need to establish a new SharePoint site to serve as the repository for your Dynamics 365 Finance and Operations documents. Here’s how:
The next steps are required to create a safe connection between MD365F&O database and SharePoint storage. This might need additional administrator help in case of insufficient permissions.
Go to Organization administration > Document management > Document management parameters in D365 F&O.
Additionally, if you encounter an access error, ensure you have the appropriate permissions. Contact your SharePoint administrator if needed.
With the help of next steps we will create file type that is required in further steps for sending documents to SharePoint base.
Navigate to Organization administration > Document management > Document types.
Document handling feature is required to attach documents that will be added to SharePoint, to records. This will enable us to attach our documents to different operations in the system to keep a good synchronization.
Document handling enabling:
We need to set up Print management to be able to send documents, attached to System statements like Sales orders or purchase orders, to Sharepoint storage. Print management might be useful for Sales and Purchase operations to share files to SharePoint. Let’s see the example of Customer statements.
Set “Save” in the print archive to “Yes”, assign a name, and choose PDF as the format.
Important! It is required to ensure Save in print archive is enabled to ensure documents are created in SharePoint.
Don`t forget to test your integration to avoid waste of money and time during the real usage on production level, cause lost documents = lost money and time!
8.1 Generate a customer statement for a sample customer (e.g., Contoso).
8.2 After the statement is created, verify that the PDF file appears in your SharePoint library.
Documents can be attached to different operations like for example Sales order. To attach a document to a sales order header and store it in SharePoint.
Navigate to a Sales Order header and click on the paperclip icon in the top right.
Click New, then select File from the dropdown menu.
Choose the document you wish to attach and click Save and close.
TIP: The paperclip icon will show the number of attached documents. The newly attached document will be visible in your SharePoint document library.
Document types help categorize and store attachments in specific locations. Configure these by defining types such as SharePoint and specifying their storage locations.
Ensure that SharePoint storage is enabled and properly configured in your D365 F&O settings.
Test the connection to verify that your setup is working correctly.
Modify the list of allowed file types in Document management parameters to control what users can attach to records.
Configure document preview settings if needed, and consider enabling options like “Open attachments” in the new window to enhance usability.
Integration does not require any further maintenance and can be easily reintegrated in case of need with the help of steps from this article. Numerous business benefits can be gathered through Integration of Microsoft Dynamics 365 Finance and Operations with SharePoint.
Let’s highlight the most valuable of them:
It can be achieved through granular access control, allowing you to manage who can view or edit documents. Both MD365 F&O and SharePoint offer audit trails and logs, which help in tracking user activities and ensuring compliance with regulatory requirements.
By integrating MD365 F&O with SharePoint, you can create comprehensive reports and dashboards that combine data from both systems, providing better insights and facilitating data-driven decision-making. SharePoint’s advanced search capabilities allow users to quickly locate documents and information stored across both MD365FO and SharePoint.
SharePoint provides a robust document management system where all related documents can be stored and accessed in one place. This helps in organizing and securing business-critical documents. SharePoint’s version control feature allows you to track changes and maintain historical records of documents, which is essential for compliance and audit trails.
Teams can collaborate more effectively by using SharePoint’s collaboration features, such as shared document libraries, real-time co-authoring, and discussion boards.
Users can benefit from a seamless login experience with Single Sign-On (SSO) across both systems, reducing login fatigue and improving user satisfaction
Integrating SharePoint with Dynamics 365 Finance and Operations can streamline your document management processes and improve overall efficiency. By following steps in this article, you’ll be right on your way to an integration that leverages the strengths of both platforms.
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