Microsoft Dynamics 365 Business Central + Sharepoint Integration

Integrate Microsoft Dynamics 365 Business Central (Beta to Sharepoint in one click, or tell Integrately AI how you want each record handled. Upload files, create folders, search records, and sync your data automatically.

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1.
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
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2.
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 Business Central + Sharepoint Integration

Create records, upload files, organise folders, update data, and sync operations, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Microsoft Dynamics 365 Business Central (Beta + Sharepoint flow

Sync your records with CRMs, manage invoices, notify your team, and track project files across platforms. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
Sharepoint
+
Microsoft OutlookMicrosoft Outlook (3)
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
M
S
M
Create a Sharepoint file when a Microsoft Dynamics 365 Business Central (Beta record is created, and send an email in Microsoft Outlook
New records generate automatic file uploads in Sharepoint while sending email notifications via Microsoft Outlook without manual data entry.
S
M
M
When a Sharepoint file is created in folder, update the Microsoft Dynamics 365 Business Central (Beta record and notify via Microsoft Outlook
Document updates in Sharepoint trigger record updates in Microsoft Dynamics 365 Business Central (Beta and alert stakeholders through Microsoft Outlook.
M
S
M
Search records in Microsoft Dynamics 365 Business Central (Beta, create a Sharepoint folder, and email details using Microsoft Outlook
Find specific records, organise Sharepoint storage directories, and distribute summary emails through Microsoft Outlook automatically.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and Sharepoint

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
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Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
Try it →
Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
Try it →
Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
Try it →
Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
Try it →
Create list in Sharepoint
Generates a new list
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Create list item in Sharepoint
Adds a new item to a list
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Search site in Sharepoint
Try it →
Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
Try it →
Upload file in Sharepoint
Uploads a file to the particular location
Try it →
Search file by name in Sharepoint
Find files based on their names
Try it →
Download file in Sharepoint
Download files to a location
Try it →
Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with Microsoft Dynamics 365 Business Central (Beta + Sharepoint?

Sync business operations, manage document folders, and keep financial records updated across both platforms without manual intervention.

What you can automate?
📁
Upload files automatically from new records
Trigger instant Sharepoint file uploads whenever a new record is created in Microsoft Dynamics 365 Business Central (Beta. Eliminate manual file transfers and keep repositories up to date.
📋
Capture every submitted custom record field
Map all custom record properties directly into Sharepoint document metadata instead of basic file names. Ensure your document storage retains complete context.
🔔
Notify team members immediately on creation
Alert relevant staff members the moment a new record or folder is generated. Keep operational and administrative departments fully synchronized.
🔀
Route files based on record categories
Direct documents to specific Sharepoint folders depending on category values in Microsoft Dynamics 365 Business Central (Beta records. Organize your data structure dynamically.
🔄
Keep destination file metadata updated
Refresh Sharepoint document properties whenever a corresponding record changes in Microsoft Dynamics 365 Business Central (Beta. Maintain absolute data consistency.
🔍
Search records before creating entries
Check existing records in Microsoft Dynamics 365 Business Central (Beta prior to generating new Sharepoint folders. Prevent duplicate data entry and clutter.
📦
Archive files on record status change
Move documents to archive directories in Sharepoint when a record status updates or closes in Microsoft Dynamics 365 Business Central (Beta.
💬
Extend automation workflows to Slack
Post instant team alerts in Slack whenever a new record is created and its corresponding document is successfully uploaded to Sharepoint.
And much more...

Who is Microsoft Dynamics 365 Business Central (Beta + Sharepoint integration for?

Operations teams, finance managers, and project coordinators who rely on Microsoft Dynamics 365 Business Central (Beta and Sharepoint need real-time data sync to eliminate manual file transfers.

Finance Managers
Finance Managers
Operations Leads
Operations Leads
Project Coordinators
Project Coordinators
Sales Directors
Sales Directors
Support Managers
Support Managers
Compliance Officers
Compliance Officers
📈
Finance Managers
You manage financial records in Microsoft Dynamics 365 Business Central (Beta, but file attachments remain scattered across Sharepoint directories — this integration means every record links directly to its file, keeping financial records unified.
⚡
Operations Leads
You track business operations in Microsoft Dynamics 365 Business Central (Beta, but project updates take hours to reach Sharepoint folders — with this integration, document updates happen instantly.
📊
Project Coordinators
You update client files in Microsoft Dynamics 365 Business Central (Beta, but stakeholders review outdated Sharepoint lists — automating both apps means every report displays current project data.
🛒
Sales Directors
You log customer records in Microsoft Dynamics 365 Business Central (Beta, but contract folders in Sharepoint require manual sorting — this integration means every agreement files itself automatically.
👥
Support Managers
You process service records in Microsoft Dynamics 365 Business Central (Beta, but ticket attachments stay isolated in Sharepoint — automating both apps ensures seamless document retrieval.
🗂️
Compliance Officers
You audit business records in Microsoft Dynamics 365 Business Central (Beta, but audit trails miss documents from Sharepoint directories — with this integration, every compliance file links to its source record.
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Sharepoint

Build and manage your Microsoft Dynamics 365 Business Central + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + Sharepoint with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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1
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 Business Central (Beta to Sharepoint?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 Business Central (Beta to Sharepoint using 1-click workflows on Integrately. Select a ready template or ask Integrately AI to build the automation and map the fields.
How can I automatically upload Sharepoint files from Microsoft Dynamics 365 Business Central (Beta records?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 Business Central (Beta, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Sharepoint?
Frequently Asked Questions
How does Microsoft Dynamics 365 Business Central (Beta handle record updates in integrations?
Frequently Asked Questions
How does Sharepoint manage file uploads during workflow execution?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and Sharepoint?
Frequently Asked Questions
Is the Microsoft Dynamics 365 Business Central (Beta and Sharepoint integration free?
Frequently Asked Questions
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