Dynamics 365 Integration Guide: Sharepoint, Twitter, Bing Maps & More

One of the benefits of using Microsoft Dynamics 365 as your organization’s ERP and CRM solution is the way it easily integrates with popular Microsoft products. However, you can also incorporate other popular services with the platform to expand the capabilities of your Dynamics 365 instance.

While the below Microsoft Dynamics integration guides can help you get up and running, it’s always helpful to have the guidance of Microsoft Dynamics experts on hand. Internet eBusiness Solutions has years of experience helping enterprises of all sizes configure their choice of Microsoft Dynamics integration to meet their business needs.

Microsoft Dynamics 365 and SharePoint Online Integration

Organizations using customer engagement apps like Dynamics 365 Sales or Dynamics 365 Customer Service can use the Microsoft Dynamics 365 and SharePoint Online Integration to:

• Create, view, upload, and delete documents that get stored in SharePoint through other Dynamics 365 apps
• Use SharePoint’s document management capabilities in Dynamics 365 apps to check documents in and out or change their properties
• Allow non-app users with the proper permissions, like customers reviewing bids to access documents housed in SharePoint

How to implement the Microsoft Dynamics 365 and SharePoint Online integration

1. Sign into the Microsoft 365 admin center using your Global administrator credentials.
2. Start the Microsoft 365 app launcher, then choose the SharePoint option.
3. Select Team Site from the menu on the left side.
4. Once you’re on the Home page, select SHARE, located in the upper-right hand corner.
5. Select lots of people to view all the default permissions for your team site.

Microsoft Dynamics 365 Twitter Integration

Many customers prefer using social media when engaging with their favorite companies.  You can extend the capabilities of Microsoft Dynamics 365 Customer Service to send and respond to messages sent through Twitter using the Microsoft Dynamics 365 Twitter integration. Your company must have the most recent version of Omnichannel for Customer Service before you can configure your company's Twitter channel.

How to implement Microsoft Dynamics 365 Twitter Integration

1. You must do the following before you can implement your Microsoft Dynamics 365 Twitter integration.
2. Set up a company Twitter profile for your organization.
3. Make sure you enable the Direct Message feature along with your Twitter account.
4. Create your Twitter application, making sure you apply for a developer account and not a team account.
5. Configure your Twitter development environment.

Once you’ve completed the prerequisites, you can move forward with creating your Twitter channel.

1. Select Channels under General settings within the site map.
2. Select Add account from the Accounts and channels page.
3. Enter all relevant details for your Twitter channel.
1. Go to the Channels details page, type in a name, then select Twitter.
2. Add the following information on the Account details page:
• Consumer API key
• Consumer API secret
• Environment name for Twitter application
3. Go to the Callback information page and capture the text entered in the Callback URL textbox.
4. Click Done.
4. Select the workstream you created for your Twitter channel page. From the workstream page, select Set up Twitter to configure the following options:
1. Twitter handle
2. Default language
3. Behaviors for custom automated messages and post-conversation survey
4. Turn on File attachments from the User features page.
5. Click Finish after verifying your settings on the Summary page.
5. Set up your routing rules.
6. Configure your work distribution.
7. Configure a bot.

Microsoft Dynamics CRM Bing Maps Integration

You can use the Microsoft Dynamics CRM Bing Maps Integration for tasks like automatically sending address locations over the internet or helping your service reps manage appointments in the field.

How to implement the Microsoft Dynamics CRM Bing Maps Integration

• Log into your Dynamics 365 instance.
• Navigate to Settings from the menu, then choose Advanced Settings.
• Go to Settings -> Administration -> System Settings.
• Go to the General tab, then scroll until you see Enable Bing Maps.
• Look for Show Bing Maps on forms, select Yes, then click Ok.

Refresh the browser, and you should see your Microsoft Dynamics CRM Bing Maps integration activated.

Microsoft Dynamics NAV Outlook Integration

Make sure you complete all prerequisites before moving forward with your Microsoft Dynamics NAV Outlook integration. Your organization must also have an active Microsoft 365 subscription and have the Customer Engagement module.

How to implement Microsoft Dynamics NAV Outlook integration

1. Go to the Microsoft 365 home page, select your account profile, then choose View account.
2. Look for Microsoft Dynamics 365 for Outlook, then click Install.
3. Restart Outlook when prompted to start the Configuration Wizard.
4. When the dialog box appears, select Dynamics 365 apps from the dropdown, then click Connect.

Get Help with Your Dynamics 365 Integrations

Internet eBusiness Solutions can help you with configuring your favorite applications to work with your Dynamics 365 instance. Contact us today to set up a consultation with one of our technical experts.