If your organization runs Dynamics 365, there’s a good chance your documents live in SharePoint, whether that was the original plan or not. The Microsoft integration is one of the most popular for Dynamics, but it is crucial to follow best practices to make the most of this integration and avoid headaches.
The Permissions Problem Nobody Warns You About
When documents move between Dynamics 365 and SharePoint, you would expect the security model to move across platforms as well. Unfortunately, that is not the case. Your organization determines the permissions for these documents in SharePoint. These permissions do not depend on the privileges established when the documents were in Dynamics. The result is a permissions gap that lurks silently in the background, until a compliance audit, a data breach, or an angry user brings it to the surface.
There’s also a hard limit on unique permissions in SharePoint that I often only discovered after you’ve hit it. How your folder structure is designed can help you manage that ceiling, if you know about it in the first place.
Six Best Practices to Get Ahead of It
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→ Download: Document Management in SharePoint – Best Practices Analysis
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The full article was originally posted on Feb 25, 2026, on the CRM Software Blog: Document Management in SharePoint – Best Practices Analysis For Dynamics 365 Environments
References:
Embracing Document Management: A Strategic Approach to Modern Business
Video: Mastering Document Management: Integrating SharePoint with Dynamics 365
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