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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Alternative to out of ...
Customer experience | Sales, Customer Insights,...
Suggested answer

Alternative to out of the box integration with Sharepoint

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Posted on by jorge.daniel 25

Hi,

I am implementing Customoer Engagement and focusing on Sales and Customer Service. I started with sales and now I find myself in a situation where I don't really know how to implement sharepoint integration.

The sharepoint I want to connect to consist of 3 separate sites, being that 1 is for the sales and marketing team, 1 for the service team and 1 for management.

Concerning Dynamics, I would like to integrate Quotes to the Sales site and Cases to the service team site and also I would like to avoid those automatically created folder because they get a huge and unfriendly name.

I already did some research but haven´t found very recent discussions on the subject.

What would you recommend?

Best regards.

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  • Suggested answer
    Bhartendu B Pandey Profile Picture
    Bhartendu B Pandey on at
    RE: Alternative to out of the box integration with Sharepoint

    Hello Jorge,

     

    Thank you for writing to us .

     

    As I understand you we are implementing the SharePoint Configuration for the first time . I think the below documents and links contain information around 1 ) Setting up SharePoint integration with CRM , 2) Managing Multiple sites

     3) Ensuring the folder creation doesn’t created those GUIDS.

     

    1 ) Setting up SharePoint integration

     

    We can go through the information present in the below links

     

    1. https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online in this article you can have the required information being presented from the Step of "Configure a new CRM organization" , however I would advise to have a complete read through .

     

     

    2.Managing Multiple sites

     

    https://www.inogic.com/blog/connect-and-actively-manage-files-on-more-than-one-sharepoint-sites-and-folders/

    https://baddaz.com/better-integration-between-dynamics-365-and-sharepoint-374d5656f5ee 

     

    3.Ensuring the folder creation doesn’t created those GUIDS.

     

    https://spandcrm.com/2016/06/24/removing-guids-from-folders-in-sharepoint-created-by-crm-2013/

     

    https://community.dynamics.com/crm/b/crmchap/posts/preventing-folder-names-with-guid-s-in-sharepoint-dynamics-crm-dynamics-365-for-enterprise

     

    Please mark my answer as verified if you found it helpful. Please let me know if you have any other questions around the above.

    Bhartendu Pandey

    Support Engineer - Customer Engagement- Dynamics CRM/PowerApps/Power Automate

    Microsoft

  • jorge.daniel Profile Picture
    jorge.daniel 25 on at
    RE: Alternative to out of the box integration with Sharepoint

    Hi,

    I´m going to read all you have shared and provide feedback after.

    Thank you.

  • Inogic Profile Picture
    Inogic 651 on at
    Alternative to out of the box integration with Sharepoint
    You're right to pause here, out-of-the-box SharePoint integration with Dynamics 365 Customer Engagement (CE) is functional, but it comes with several architectural limitations that don’t align well with your setup.
    Native Integration Limitations
    1. Single Site Limitation
      Dynamics CE supports only one root SharePoint site per environment. This simplifies setup but doesn’t support routing different entities (e.g., Quotes to Sales, Cases to Service) to separate sites.
    2. System-Generated Folder Names
      Folders are auto-created with GUIDs or concatenated names. It ensures consistency but can make folders harder to read and manage.
    3. No Direct Entity-to-Site Mapping
      Out-of-the-box, you can’t assign different entities to different SharePoint sites. All documents routed to the configured root site.
    What You Can Do Natively (with Limitations)
    • You could manually set up custom document locations using JavaScript or plugins, but that approach is brittle and hard to maintain.
    • Alternatively, manage everything under one site and use metadata for filtering—but that still doesn't solve the folder naming or separation concerns.
    Scalable, Modern Alternative
    A more flexible approach is using an extended integration tool like SharePoint Security Sync by Inogic, which:
    • Allows mapping of different entities to different SharePoint sites
      (e.g., Quotes → Sales site, Cases → Service site, Reports → Management site).
    • Supports custom folder naming conventions, so folders are clean, readable, and aligned with your business context (e.g., Quote-12345, not guid12345).
    • Automatically handles document location creation, avoiding manual setup or scripting.
    • Keeps SharePoint security in sync with Dynamics—so only the right team members see the right documents, even across sites.
    Recommendation
    For your scenario, where:
    • Sales, Service, and Management each use separate SharePoint sites
    • You want to integrate specific entities to specific sites
    • You need custom folder structures
    ...a native-only approach will become cumbersome fast. Extending integration using a purpose-built solution like SharePoint Security Sync is the most efficient and maintainable path forward.

    Thanks,
    Sam

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