Mastering the Art of Dataverse/CRM and SharePoint Integrations
Join us as we dive into the fun world of integrating SharePoint with Dataverse and CRM! We’ll kick things off with the basics of setting it up, understanding how it works, and how this can save significant Dataverse storage cost.
There’s more! We’ll take it to the next level and help you craft a SharePoint integration strategy that will allow you to automate creating folder structures and setting permissions on a per record/row basis with Dataverse and CRM using Power Automate.
Learning Objectives:
- Demonstrate how to configure the Dataverse/CRM SharePoint integration.
- Understand how the integration works by default.
- Explore how to further optimize the integration to meet your business needs.
Speaker: Sarah Jelinek
Type: Deep Dive
Ability Level: 301 – Advanced
Primary Product: Dynamics 365 CE/CRM
Track: Integration
