Our campaign for “CRM is from Mars, SharePoint is from Venus”, promoting better integration between Microsoft Dynamics CRM and SharePoint, is just gaining momentum, with due to be released new amazing add-ons to CRM, to do just that.
It makes sense managing documents in SharePoint using metadata retrieved from the related records in CRM. Isn’t it?
It makes sense to Email document to CRM Queue and automatically it’s uploaded to CRM, with metadata from the subject line, body, and Email addresses, of the related parties to the document, are all saved in the corresponding metadata/columns in the SP document library.
Soon to be released: Dynamics SPO- SharePoint Organizer (#DynSPO)
Follow us on twitter @DynamicsObjects and on #CRMSoftwareBlog
and follow this hashtag; #CRMfromMarsSPfromVenus
Updates to be released soon.