How to integrate SharePoint Document Management with Dynamics 365

Maximize and Future-Proof Your Dynamics 365 Investment with Filer

You’ve invested significant time and effort into building your Microsoft Dynamics 365 environment. Now it’s time to build on that foundation.

As your organisation grows, so does the volume of documents, contracts, reports, customer records, they multiply quickly. With so much effort already dedicated to business-centric processes in Dynamics, the logical next step is to address your document management needs with a solution that’s natively integrated.

Enter Filer for Dynamics

Instead of relying on disconnected third-party systems or settling for the limitations of the basic SharePoint-Dynamics integration, Filer offers the best of both worlds. With no migration, no downtime, and no learning curve, Filer seamlessly unifies SharePoint and Dynamics to deliver integrated, compliant, and scalable document management.

Why Pull Users Away from Dynamics?

You shouldn’t have to disrupt what’s already working just to improve it. Filer integrates directly into your existing Dynamics 365 setup, whether it’s Sales, Customer Service, or a custom module, and instantly enhances your document management capabilities.

No new systems. Just smarter integration.

What You Get with Filer

• Seamless SharePoint Integration: Link documents directly to records—no app switching required.
• Minimal Workflow Disruption: Your team continues working in Dynamics 365 as usual.
• Built-In Scalability: Your document infrastructure grows with your business.
• Effortless Security: SharePoint permissions automatically sync with Dynamics roles.

More Than a Plug-In, It’s a Strategic Move

Filer for Dynamics is designed for fast-scaling organisations that can’t afford to be slowed down by IT bottlenecks. It transforms your existing Dynamics setup into a smarter, more sustainable platform.

Keep what works. Fix what doesn’t. And build for the future.