Document Management For Dynamics

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Why Document Management Solution for Dynamics 365® and SharePoint® Online?

The Document Management solution fills an important gap in the current document management integration environment between Dynamics 365® Online and SharePoint® Online. It provides the ability to migrate metadata information from Dynamics 365® entities to SharePoint® Online document library and files. It has been designed to provide the contextual metadata information for documents and files that have generated or saved from Dynamics 365® environment.

The Document Management solution also fills a critical gap by enforcing security access controls between Dynamics 365® entities and SharePoint® Online document library folders. When the feature is enabled, users in SharePoint® Online are restricted to only access Documents they are are entitled to through the same level of security access control managed for the corresponding Dynamics 365® entity.