Using the built-in integration of Microsoft Dynamics® CRM and SharePoint Server document management can be a cinch. With a little planning you can better manage documents associated with your customer relationship management (CRM) records.
You don’t want your team using old documents, offering retired promotions, or sending out last year’s catalogs to customers. Once a document becomes obsolete, you can choose how to dispose of or archive it. Keeping the most relevant and current documents in SharePoint will enable your team to find the appropriate, timely documents for customers. Your team can also access SharePoint documents from their web-enabled devices. Quickly locate and share the appropriate, current document for your customers when they ask for it, whether you are in the office or on the road.
When your team generates many documents for customers and marketing purposes, it can quickly get confusing as to which is the most current document and whether it has been approved by management. Adding SharePoint Server document manager to Microsoft Dynamics CRM will streamline document creation and approval, as well as help your team find and share the right documents with customers. Contact Socius for more information about Microsoft Dynamics CRM, SharePoint Server, and how this powerful software duo works so well together.