1 / 8

Microsoft Dynamics 365 vs Sharepoint

Microsoft Dynamics 365 and SharePoint are not direct competitors, but rather complementary tools within the Microsoft ecosystem designed to solve different business problems. The optimal, high-ROI approach is usually not choosing one over the other, but integrating them to achieve efficient, secure document management and robust customer relationship management (CRM). <br>

Jones48
Download Presentation

Microsoft Dynamics 365 vs Sharepoint

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Microsoft Dynamics 365 vs Sharepoint codexoxo.com

  2. What is Sharepoint Microsoft SharePoint is a versatile web-based platform primarily used for document management and team collaboration. It acts as a centralized "hub" where organizations can store, organize, share, and access information securely from any device with a web browser. codexoxo.com

  3. Key Functions • Intranet & Communication: Organizations build internal websites (intranets) to broadcast company news, share resources, and provide a unified home page for employees. • Document Management: It provides enterprise-grade file storage with features like version history, co-authoring, and granular permission controls. • Team Collaboration: "Team sites" allow specific groups to work together on projects, sharing calendars, task lists, and documents. • The Backbone of Microsoft Teams: When you share a file in a Microsoft Teams channel, it is actually being stored in a background SharePoint site. codexoxo.com

  4. Key Differences & Use Cases • Microsoft Dynamics 365: • Focus: Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP). • Best For: Managing sales pipelines, customer service records, finance, and supply chain, relying on structured data. • Features: Dataverse, built-in auditing, workflow automation (via Power Automate). • SharePoint Online: • Focus: Document Management System (DMS) and Enterprise Collaboration. • Best For: Storing, sharing, and organizing files, intranet sites, and unstructured content. • Features: Advanced versioning, document check-in/check-out, and heavy storage. codexoxo.com

  5. Integration Benefits Integrating these platforms provides a unified view, where documents related to a specific customer or record in Dynamics 365 are stored in SharePoint. This offers: • Cost Savings: SharePoint storage is generally cheaper than adding capacity to Dynamics 365. • Improved Management: Leverage SharePoint’s robust content management for files while using Dynamics 365 for data interaction. • Security Considerations: It is important to note that, by default, security permissions in Dynamics 365 do not perfectly mirror those in SharePoint, so access rights must be managed in both systems. codexoxo.com

  6. Which one to choose? Use Dynamics 365 when you need to manage business processes, customer records, and workflows. Use SharePoint when your primary need is document collaboration and content management. In most cases, organizations use both in tandem. codexoxo.com

  7. Conclusion Microsoft Dynamics 365 and SharePoint are not direct competitors, but rather complementary tools within the Microsoft ecosystem designed to solve different business problems. The optimal, high-ROI approach is usually not choosing one over the other, but integrating them to achieve efficient, secure document management and robust customer relationship management (CRM). codexoxo.com

  8. codexoxo.com

More Related