CRM Users Ask…“What Is SharePoint And Why Do I Need It?”

Microsoft SharePoint provides your business with the ability to:

  • Share
  • Collaborate
  • Organize
  • Manage

You’ve probably heard of SharePoint but may not understand why you should pay attention to this dynamic technology. SharePoint will provide you with the ability to share information across work teams, projects, and departments. Gone are the days of sending the same email attachment to fellow team members over and over again. Team members no longer need to track their changes using font colors and highlighting. Now you can send a link to your document, and SharePoint handles the revision tracking for you.

With SharePoint, your team collaborates virtually and seamlessly – working in real time with content that synchronizes automatically to everyone’s PC. SharePoint also improves workflow effectiveness by empowering employees to:

Collaborate: Teams can now come together, as needed, to work on documents and projects. With SharePoint, they can easily share information and task lists.

Organize: Create and organize documents and forms, and streamline business processes between colleagues and/or departments using the built-in workflow engine.

Share: Store, sync and share content with your colleagues, vendors, and even clients! Everyone can quickly access key business information from diverse departments, in addition to sharing work and business intelligence.

Manage: With shared workflow processes, documentation and tasks lists in one area; project managers can easily track, update and manage multiple projects at any given time.

SharePoint has the added advantage of being able to scale up or down – depending on the technical level and expertise of your team– from simple file sharing and document management to an enterprise wide working platform. Because SharePoint is a Microsoft product, it readily integrates across your entire organization– enabling users to share Word documents, Excel spreadsheets, and PowerPoint presentations, and it ties in seamlessly with Outlook.

Microsoft said it best. SharePoint is…the new way to work together.

Microsoft SharePoint is a powerful tool that we use at P2 Automation on a daily basis to store and share documents, manage workflow processes, streamline project management, and improve communications. Microsoft SharePoint also integrates seamlessly with Microsoft’s Dynamics CRM.

P2 Automation specializes in business workflow, data collection and workplace productivity using technology you may already own. Contact P2 Automation today to improve your workforce productivity.

Microsoft SharePoint is a simple and powerful tool that we use at P2 Automation on a daily basis to store and share documents, manage workflow processes, streamline project management, and improve communications. Microsoft SharePoint also integrates seamlessly with Microsoft’s Dynamics CRM. Contact P2 Automation today to improve your workforce productivity.

P2 Automation is a Connecticut Microsoft Dynamics CRM Partner.

1 thought on “CRM Users Ask…“What Is SharePoint And Why Do I Need It?””

  1. SharePoint is an essential tool within an enterprise environment. When working in groups, it's very beneficial in that it keeps things organized and up to date at all times.

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