Microsoft Dynamics CRM and Microsoft SharePoint Services or Microsoft SharePoint Portal Server (commonly referred to by its acronym MOSS) can be used together to greatly enhance document management and team collaboration. Better yet, the combination is intuitive, powerful and very user friendly.
For example, let’s say you wanted to use Microsoft Dynamics CRM for opportunity tracking and SharePoint for the management of opportunity-related documents such as quotes, RFP responses, vendor pricing and estimate Excel Workbooks. You can easily utilize
You can use the “Notes Tab” in Microsoft Dynamics CRM to attach documents to Accounts, Leads, Opportunities or any other Dynamics CRM standard or custom entity. You’ll notice there is a paperclip icon on most screens which will do this. However, Microsoft SharePoint allows for a richer set of document management tools, including check in/out management and versioning, and integration with Information Rights Management helps ensure that proprietary and confidential information is better protected. Additionally non-CRM users can access the documents through the SharePoint interface.
Microsoft Windows SharePoint Services comes free with the Windows Server operating system. Microsoft Office SharePoint Portal Server is licensed separately and adds a lot of additional functionality such as enterprise search.