SharePoint

SharePoint is Microsoft's cloud-based document management and content collaboration platform, delivered as part of Microsoft 365. It provides document libraries with version control, granular permissions, metadata, and full-text search, organized into team sites and communication sites that act as intranets for departments, projects, and the wider organization. Files are stored centrally, co-authored in real time through the Office apps, and surfaced across Teams, Outlook, and SharePoint's own web experience.

For companies running Microsoft Dynamics 365, SharePoint is the native document store. Through server-based SharePoint integration, Dynamics 365 model-driven apps (Sales, Customer Service, Field Service and others built on Dataverse) store and manage documents attached to CRM records directly in SharePoint, with single sign-on and no additional software to install on the SharePoint side. This keeps large files out of the Dataverse database while retaining version history, check-in/check-out, and document properties against the originating record.

SharePoint sits within Microsoft's broader compliance and governance estate, inheriting data loss prevention, retention, and the certifications that cover Microsoft 365 cloud services. It is positioned less as a standalone DMS and more as the content layer of the Microsoft ecosystem: powerful and highly customizable, but typically requiring administrative setup and governance to use well. As of mid-2026 Microsoft no longer sells SharePoint as a standalone product to new customers; it is licensed through Microsoft 365 business and enterprise bundles.