Egnyte’s Dynamics 365 integration is now available in beta mode and is part of our ongoing efforts to align with Microsoft tools. We currently offer integrations with Microsoft’s Office 365, Teams, Power Automate, and SharePoint. Egnyte for Dynamics 365 provides a central location to manage and organize all CRM-related documents and records.
Egnyte users can upload, access, and share CRM files and folders directly from their Egnyte web interface, which is embedded within Dynamics 365 accounts. This eliminates the challenges of having multiple documents in different places and allows for easy collaboration for those inside and outside the organization.
Use case:This integration not only allows for easy content management, but enhanced security and increased storage capacity. This is done directly by adding the Egnyte UI to the Microsoft Dynamics UI, so users can easily share files without leaving Dynamics.
Please let us know how many users will use this integration by filling out this form, and then get started by following the Product Installation Guide.
Provide any feedback you have on this beta, and want to sign-up to use it, and if so please contact us or your CSM. Additionally, we are also interested to get your feedback on what other functionality you will like to see in future in this thread.