Documents are a part of doing business and at times there are far too many to keep track of. For example, you may have just turned a lead into a sales opportunity and already have an RFP response, pricing chart specific to that client, and notes from your meeting. How do you keep track of these vital documents and ensure the version you’re working on is the correct one?
Microsoft SharePoint improves document management and streamlines tracking of particular documents to the right projects. SharePoint’s “check in and check out” options help your team collaborate on documents, without the chance of someone overwriting the changes made. A user checks out a document and SharePoint makes it “read only” for other users. SharePoint also provides versioning options, where you revert back to an old version if you’ve overwritten something that you shouldn’t have. As you can see, SharePoint is great for document management. The hiccup here is your
Previous versions of Microsoft Dynamics® CRM did integrate with SharePoint, but it required custom work and was a pricey project to tackle. Now,
SharePoint is usually accessible through a URL, but with this powerful integration, you can see everything right within CRM. If you have users that don’t use CRM, they can still access the same documentation through a URL. It’s the best of both worlds!
The user interface of this integration is extremely intuitive and user friendly. The document library essentially mimics the look of CRM while it connects directly to CRM information. This closes the gap between the two, so your sales teams can work effectively and efficiently while having insight to the right documents at any time.
SharePoint usually comes free with windows server operating system, so most of you may already have document management in place. How would you like to take it one step further and connect that management to your CRM system?
The TM Group is Gold Certified in Microsoft Dynamics CRM and Silver Level for portals and collaboration, such as SharePoint, making us the perfect partner to help you close the gap. Contact us to
By The TM Group, a