How to Integrate Microsoft SharePoint with Dynamics 365

Dynamics 365 and SharePoint are two powerful tools from Microsoft that work hand in hand to make your entire team more productive, keeping important information at the forefront and streamlining business processes.

You might know that certain editions of Dynamics 365 have a native integration with SharePoint, enabling, for example, enhanced document management that allows you to maximize the use of space between your Dynamics 365 tenant and SharePoint storage.

However, there are a myriad of data integration scenarios that go beyond the basic capabilities that Microsoft provides. And that’s where our SSIS Integration Toolkit for Microsoft SharePoint comes in.

Overview of SSIS Integration Toolkit for SharePoint and Dynamics 365

Built on the foundation of the Microsoft SSIS ETL engine, our SSIS Integration Toolkit for Microsoft SharePoint is both easy to configure and highly performant. It can access the entire SharePoint document set, allowing you to perform nearly any operation imaginable on your data. It can integrate with both SOAP and REST APIs and supports authentication and communication through OAuth2, TLS 1.2, SHA-256, and other technologies for secure connections.

Whether you use an older version of SharePoint or the latest one, SSIS Integration Toolkit has you covered. It works with SharePoint 2007 through 2019 and SharePoint Online (Microsoft 365).

It will work with several versions of SSIS as well – from SQL Server 2008 all the way up to 2022, and even Azure Data Factory.

Unique Features

What sets our toolkit apart from other SharePoint integration solutions?

• It writes to special SharePoint fields such as taxonomy, lookup, and many others.
• It allows you to download and upload SharePoint List item attachments.

• It has a built-in query designer to help you create CAML queries.

• It supports search-as-you-type in the SharePoint destination component.
• It allows you to work with SharePoint flat files (CSVs).

Integrate SharePoint with Your Favorite App

Dynamics 365 is not the only source (or destination) for SharePoint integrations. We have many SSIS components that simplify data transfer and other services in the ETL process. Each component is tailored to take advantage of all the data points in each application, allowing you to perform nearly any operation you can dream up for your unique business requirements.

You can integrate SharePoint with these popular apps:

• Box.com
• Dropbox
• OneDrive
• A File Server or Network Drive
• Azure Data Lake
• Microsoft Excel
• DocuSign
• Atlassian Jira
• Microsoft Power Apps
• Microsoft Power BI
• Microsoft Teams
• Salesforce
• ServiceNow

You might come across other scenarios – and our components are constantly being updated to keep up with the new capabilities of each application and system. You can count on our SSIS Integration Toolkits to handle any integration – quickly and with easy configuration.

Next Steps

Are you interested in simplifying your next integration project? You can try individual SSIS Integration toolkits for the applications you want to integrate, or you can test drive our Ultimate Edition that gives you access to 300+ components and 100+ applications and services connectors with just one license.

If you have questions or would like help with your next project, please contact us today and let our experts assist you in selecting the perfect solution for your needs.

By KingswaySoft | www.kingswaysoft.com

The post How to Integrate Microsoft SharePoint with Dynamics 365 appeared first on CRM Software Blog | Dynamics 365.