Microsoft SharePoint Takes Your Dynamics GP and CRM Integration to the Next Level

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Many companies choose to integrate Microsoft Dynamics CRM and GP for improved business insight and control.  If you’d like to learn more about the benefits of connecting these two systems or start a free 30 day trial, take a look at my recent blog post, “Together Microsoft Dynamics CRM and GP Deliver Improved Insight and Productivity: Try it FREE for 30 Days.” 

Did you know that the benefits of integration can be taken a step further when you add SharePoint to the mix?  A recent article by Linda Rosencrance, posted on explores this topic in detail, you can read it here.

 Among other things, the article discusses several benefits of integrating SharePoint with Dynamics GP and CRM, these include:

  • Improved time management—Integrating these three systems provides users with a single place in which they can view all the information that’s important to them.  That way, they can stay focused on the task at hand, without stopping to log in and out of different systems.  
  • Enhanced document management— Especially when it comes to Dynamics CRM, the ability to store documents associated with processes and entities is fairly limited.  But, document management is one of the things SharePoint does best.  Connecting Microsoft Dynamics CRM to SharePoint brings version management, approval capabilities and more to an already powerful customer relationship management system.
  • Streamlined interdepartmental communication—Oftentimes, users in one department may need to share information from the ERP or CRM systems with their colleagues in another department, but it’s fairly unlikely that all employees will have access to both of these systems.  However, when Dynamics GP and CRM are connected to SharePoint, information can more easily be shared among various departments, thus, allowing the teams to view the business from each other’s perspective, and as a result make better informed decisions.


Want to learn more about Microsoft Dynamics GP, CRM, or integration with SharePoint?  Contact us.  We’re happy to help.


By: Laura Heinbockel, Intelligent Technologies, Inc., a NC Microsoft Dynamics Partner

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