Document Management with Microsoft Dynamics CRM 2011

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One of the features that I have often found lacking in CRM software today is good document management.  Most CRM packages give users the ability to attach documents, but document management is much more than that.  True document management incorporated with CRM allows companies to work more effectively and collaboratively as teams on projects, proposals, business processes, etc., while keeping these records linked to their CRM data.  Most companies work in teams, and to be able to work collectively on the same documents with revision tracking provides better opportunities to win business.  No more sending emails back and forth not knowing which version is the most recent.  Also, employees can set up forums to discuss documents in reference to opportunities. Document Management together with CRM can provide a powerful software solution that  gives any company a greater advantage over their competitors.

Microsoft Dynamics CRM and SharePoint provide the perfect platform for true document management within CRM.  There is no need to jump back and forth between two programs to view information that should be in one.  In the next release of Microsoft Dynamics CRM (CRM 2011) sales teams, service teams and even marketing teams will be able to take advantage of features such as document revision history for proposals, customer portals to provide self-support (Knowledge Base) for your customers, and social media such as wikis and blogs to generate new business, all within a single familiar application.   Microsoft is creating a single platform to empower companies with the tools to increase sales through better team collaboration, and raise the level of customer service by providing employees the information they need to make efficient, well informed decisions.

JourneyTEAM—A Utah Microsoft Dynamics CRM Partner


Article by: Dave Bollard - Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.

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