Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 general forum

Working from Leads to Project - work documents / MS Teams / SharePoint Integration

Posted on by 105

Hi everyone,

i am kinda new to Dynamics CRM and i am interested how you cope with things like data management in all the different stages.

I'm coming from the SharePoint side where we have a custom solution that creates SharePoint site collections for each opportunity and project that is created in Dynamics CRM (on prem). Also permissions are added to this site specified on the CRM record.

As we are moving to the cloud we don't want to built such a big new custom solution running on Azure or Flow or something else but using the standard of Microsoft as far as it is possible.

How do you manage your data with the appropriate permission? Do you use other techniques to accomplish that task?

Best regards

Stephan

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans