Dynamics Connector for SharePoint


Dynamics CRM is Microsoft’s customer engagement platform.  With modules for Sales, Service, Marketing, and Social Engagement, Dynamics CRM helps companies deliver exceptional customer experiences, creating long-term relationships based on knowledge and trust.

Although there is an out-of-the-box integration of Microsoft Dynamics CRM with SharePoint and Yammer, it doesn’t include any unified view or search of CRM content.  By using BA Insight’s Dynamics Connector for SharePoint, you can link together CRM, SharePoint, Yammer, and other systems into a single unified view and make content from any and all of them available easily and quickly:

  • Access product information, presentations, and support procedures instantly, alongside the cases and knowledge base from Dynamics CRM.
  • Give users who work outside of Dynamics CRM read-only access to key information about customers, prospects, opportunities, and cases.
  • Find everything about a customer at once, whether it is kept in Dynamics CRM, SharePoint, File Shares, or another system.

Our Microsoft Dynamics CRM Connector for SharePoint was specifically developed for Dynamics CRM, establishing a secure connection to the CRM application and mapping the content including metadata and attachments from the CRM schema to the search engine schema. It then extracts content and feeds it to the search engine in a process called crawling.

Our Microsoft Dynamics CRM connector supports both on-premise CRM installations and Dynamics CRM Online.  It includes flexible mapping and content processing capabilities to handle the customizations that are common with Dynamics CRM.

Dynamics Connections Connectors for SharePoint

This connector supports both full crawls and incremental crawls:

  • Full crawls, which extract all desired content
  • Incremental crawls, which extract only content which has changed since the last crawl

Our Microsoft Dynamics CRM Connector for SharePoint addresses key requirements that are challenging to implement through custom solutions:

  • 1
    Works with large documents, attachments, structured and unstructured content.
  • 2
    Indexes with a very high throughput.
  • 3
    Minimizes the impact on the source system, so there is no impact to performance.
  • 4
    Only surfaces the content that users are permitted to see.
  • 5
    The source system retains the master information and the search index has only a representation (pointers). This meets the user’s expectation, which is to click on a search result and then work on the original item or document.

Future-proof your investment for new SharePoint versions and O365

With each successive version of SharePoint, Microsoft extends its core capabilities, and the same is true of new releases of Dynamics CRM.  BA Insight does the hard work of keeping the connector up to date for both Dynamics and SharePoint. In addition, the Dynamics CRM Connector for SharePoint also supports O365 through the Cloud SSA. In fact, we support current versions of SharePoint, including 2010, 2013, 2016, and Office365.

The upgrades can be done by your IT organization. It is a matter of accessing the BA Insight customer portal, downloading the latest release and installing and configuring it.  Or, if desired, our professional services team can handle the upgrades.

Drive end-user engagement

By connecting Microsoft Dynamics to SharePoint, you increase adoption, improving organizational efficiency and productivity.