One of the key features included in the release of
What is SharePoint?
SharePoint is one of Microsoft’s fastest growing business applications. SharePoint is a collaboration tool which makes storing, accessing, finding, and sharing documents and information easy, efficient, secure, and controllable. It’s also a highly configurable application and so is ideal for creating custom business solutions. This gives SharePoint the potential to improve a wide range of business processes, and makes it great for a wide range of practical uses. These range from business-wide document management systems to
And here’s the really good news: Microsoft Dynamics CRM 2011 integration works with SharePoint Foundation, which you probably already own (it’s included free with most servers).
Microsoft Dynamics CRM doesn’t have comprehensive document management functionality ‘out of the box’, so integration with SharePoint is a big advantage for areas such as Sales and Customer Service that need strong document control.
For example, say a company needs to produce a tender response or bid for a large potential project. The response document or documents can get worked on by a number of different people within the organisation. It may start at the marketing department, go through Sales, then to subject matter experts elsewhere in the company, reviewed and revised, perhaps looked over by finance, and back to sales or marketing before being collated and submitted to the client. SharePoint enables these documents to be checked in and checked out, have all changes fully tracked and document versions tightly controlled. At the same time, by using SharePoint the business can apply different levels of security to restrict the documents, or give access only to those who need it. Later in the document’s life it can be also archived as required, while retaining its full revision history.
SharePoint within Microsoft Dynamics CRM
With the SharePoint integration available in Microsoft Dynamics CRM 2011 and
With the previous example of a tender or bid response, the documents would probably relate to an Opportunity. But rather than attaching the document to the Opportunity as a ‘Note’, the integration with SharePoint would create a SharePoint folder and a window within Microsoft Dynamics CRM will show all the relevant documents within that folder. So your tender documentation is tightly and fully controlled, and you’re still working in Microsoft Dynamics CRM.
Microsoft Dynamics CRM 2011 SharePoint integration works with any entity, not just Opportunities. It’s one of the
Delivering Innovative Solutions
Microsoft Dynamics CRM and SharePoint integration is really starting to bring
Massive Future Potential
The integration between Microsoft Dynamics CRM 2011 and SharePoint has massive potential and opens up a whole world of possibilities. It will be interesting to see the range of innovative solutions that businesses, Microsoft partners and others will develop in the coming months.
By Concentrix TSG – independent