| No-code Integration of Dynamics CRM and SharePoint | | https://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=100 | No-code Integration of Dynamics CRM and SharePoint | <div>Microsoft Dynamics 365 and Dataverse with Model-driven Power Apps are powerful platforms for building business applications that involve structured data (data entities with relationships to one another). However, it is not the ideal platform for managing unstructured data, like documents and web content. On the other hand, SharePoint, is an outstanding platform for Document and Web Content Management (WCM). Case Management, or other tracking solutions, can benefit from both product's capabilities. While Dynamics and SharePoint both have robust APIs that allow developers to build integrated solutions, doing so involves programming, which introduces complexity and increased development costs. Procentrix developed ProLink to overcome these challenges by achieving sophisticated integration scenarios through configuration, as opposed to custom programming.</div> | 0 | | | | |
| Configurable, Source to Target Data Mapping (CRM Entity to SharePoint Content Types) | | https://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=101 | Configurable, Source to Target Data Mapping (CRM Entity to SharePoint Content Types) | <div>ProLink enables Dynamics 365 Dataverse table data to be mapped to SharePoint Content Types. "Mapping" enables scenarios like D365 data being automatically delivered to SharePoint Document Sets, Pages, and List Items. For example, beyond just surfacing documents stored in SharePoint on a D365 / Power App form, ProLink can send data to a SharePoint Document, which allows data originating in Dataverse to be applied as metadata on SharePoint documents, which enables powerful search scenarios. ProLink also enables a single D365 Dataverse record's data to be simultaneously sent to multiple SharePoint artifacts. For example, entity data managed as a single record can automatically be sent to a SharePoint Document Set, a web page on our intranet, extranet public-facing web site, all by simply clicking save within a Dynamics 365 Dataverse form.</div> | 0 | | | | |
| Overcome Massive Document Storage and Scaling Challenges | | https://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=102 | Overcome Massive Document Storage and Scaling Challenges | <div>Dataverse table data can be automatically broadcast to one or more SharePoint locations (sites). For example, locations can be configured to allow groups of Dataverse records (determined through regular expression pattern matching) to target completely different SharePoint site collections. First-party D365 apps and custom Model-driven Power apps such as Case Management systems with large volume document storage needs (multi-terabyte), can easily be distributed across multiple SharePoint sites. From the user's perspective, they simply interact with the Power Platform application and don't have to worry about where the related SharePoint data is being physically stored.</div> | 0 | | | | |
| Complete Flexibility among Cloud and On-Premise Implementations | | https://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=103 | Complete Flexibility among Cloud and On-Premise Implementations | <div>All of the powerful features of ProLink can be achieved either in the Cloud (Dynamics 365 Online or Power Apps Model-driven apps with SharePoint Online), or in a hybrid implementation where Dynamics 365 Online is integrated with your organization’s on-premise SharePoint platform. External integration (Dynamics 365 communicating with SharePoint Online or SharePoint on-premise) is achieved through Microsoft Azure Platform-as-a-Service capabilities. The integration scenarios that can be achieved through ProLink enable you to move your platform to the cloud on your timeline. Either platform (SharePoint or Dynamics 365), can remain on-premise until you're ready to move it to the cloud. You even have the flexibility of leveraging Application as a Service (Dynamics 365 Online or SharePoint Online) or Infrastructure as a Service (AWS or Azure). You decide where it makes sense to host your applications.</div> | 0 | | | | |