Posts Tagged ‘CRM and SharePoint’

The Challenges of Dynamics 365 Document Management and SharePoint Security

After 17 years on the market, our favorite story at Connecting Software is still the story behind our market-leader product CB Dynamics 365 to SharePoint Permissions Replicator. We even have a video on it, but let me get to the point: this story shows what happens when a customer’s need finally reaches the ears of …

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The Business Benefits of Dynamics 365 and SharePoint Integration

With changing innovation scene and the requirements of today’s clients, a venture calls for better work process management, closer coordinated effort among the teams, and tools to automate and drive process effectiveness. Not every software has been configured properly to be compatible with others. However, in the case of Dynamics 365 and SharePoint, since both are …

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Importance of Integrating SharePoint and Dynamics 365 in an SMB

Most often small and mid-sized business (SMB) customers who are implementing (or planning to implement) Dynamics 365, enquire about a platform to store their files, documents, etc.  And another request that comes along with it (obviously) is the integration of that document management system with the CRM system. Now, although Dynamics CRM provides a way …

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How to Use CRM Integration to Your Advantage – Real World Examples

There used to be a discussion on whether CRM integration was good or bad, but nowadays, CRM integration examples are all around you. Whether to integrate or not is no longer up for discussion. Your CRM will integrate with other software. The question is which software do we choose to integrate with and how to …

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Get ready! Top Dynamics 365 Trends Coming your Way in 2021

2020. A year we will remember. A year that was not quite as we expected it to be - to say the least!  Still, the Earth keeps spinning, the software world keeps evolving, and you don’t want to fall behind.  There are several Dynamics 365 trends out there and you should keep an eye on …

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Can You Boost CRM Technology Acceptance and User Adoption?

User adoption of new technology has been an issue for as long as technology exists. Software is no exception. Organizations deploy new software hoping it will have a big (positive) impact, and sometimes it seems that very impact gets in the way of user adoption. This is very much the case for new CRM systems. …

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3 Document Management Tips to Boost Security and Performance in Dynamics 365

Microsoft Dynamics 365 users end up having it as part of their daily routine and infrastructure. All kinds of valuable information are in there and Dynamics easily becomes crucial for the company. In spite of that, some important aspects are often overlooked. For example, have you noticed the number of attachments and documents that end …

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The Retirement of SharePoint 2010 Could Destroy Your CRM Business Processes

How does SharePoint 2010 being discontinued going to effect your CRM system? Find out how one organization thought they were good to go but after running the Modernization Scanner we found 1000's of broken workflows.   If you've been using SharePoint 2010 to manage your CRM system, you might be in trouble. As you may …

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3 Reasons Why You Should Avoid Keeping Your Attachments in Dynamics 365

The thing about Dynamics 365 email attachments is that they take up space. Lots of space. And then you have other kinds of attachments, for example in Notes, and those take up space too... In this article, we will start by looking at the three main reasons you should not keep your attachments inside Microsoft …

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How to Protect Dynamics 365 Documents in SharePoint From Misuse

Do you work with Dynamics 365 and use SharePoint to store your documents? You can use the standard out-of-the-box integration between Dynamics 365 and SharePoint offered by Microsoft, but the security models of D365 and SharePoint differ significantly.   Unfortunately, this can result in documents in SharePoint being accessible to users who don’t have the …

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