Phoenix - Your AI AssistantDynamics 365 & SharePoint or Teams Integration Setup
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5 days
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What you get with this Offer
I will configure a complete integration between your Dynamics 365 CRM and Microsoft SharePoint for document management and/or Microsoft Teams for collaboration and embedded calling — bringing your CRM, documents, and communication channels into a unified Microsoft 365 workspace. Businesses already paying for Microsoft 365 rarely activate these native integrations, leaving their teams switching between tools unnecessarily.
The SharePoint integration covers document library configuration per entity (Accounts, Opportunities, Cases), folder auto-creation on record creation, and permission inheritance from Dynamics security roles.
The Teams integration covers embedded Teams calls within Dynamics, conversation pinning to records, and channel notifications triggered by CRM events via Power Automate. Both integrations are tested end-to-end before handover.
Ideal for Microsoft 365 customers using Dynamics 365 who want to consolidate document storage, reduce context switching, and give their team a single workspace for CRM, communication, and collaboration.
The SharePoint integration covers document library configuration per entity (Accounts, Opportunities, Cases), folder auto-creation on record creation, and permission inheritance from Dynamics security roles.
The Teams integration covers embedded Teams calls within Dynamics, conversation pinning to records, and channel notifications triggered by CRM events via Power Automate. Both integrations are tested end-to-end before handover.
Ideal for Microsoft 365 customers using Dynamics 365 who want to consolidate document storage, reduce context switching, and give their team a single workspace for CRM, communication, and collaboration.
What the Freelancer needs to start the work
Please confirm which integration(s) you need (SharePoint, Teams, or both), your Microsoft 365 and Dynamics 365 tenant details, Global Administrator or delegated admin access, and a description of how your team currently manages documents and team communication.