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 …
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What Happens When You Combine Microsoft Teams With Dynamics 365?
Microsoft Teams has become more and more popular. It has grown from 13 million daily active users in July 2019 to 20 million in November 2019. This growth made Teams …
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Segurança de documentos - Dynamics 365 e SharePoint
Atualmente, um dos principais sistemas de CRM é o Microsoft Dynamics 365. No entanto, o espaço disponibilizado pelo Dynamics 365 para documentos não é suficiente para muitas empresas. Uma opção …
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Dynamics CRM Workflows to Upload Documents to SharePoint
In this post I wish to demonstrate two workflows to automate the upload of documents from Notes to SharePoint, with metadata from the regarding entity to the note, and a …
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Dynamics SharePoint Organization (SPO) Configuration Explained
Dynamics SharePoint Organizer (SPO) is the product you need to manage how documents are uploaded from CRM to SharePoint, the file structure and folders names where documents are saved, and …
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New Product -- SharePoint Connector to Dynamics 365
SharePoint Connector to Dynamics 365 We are excited to release SP2CRM Connector, an additional product in serious of tools aiming to improve Dynamics CRM integration with SharePoint. With SP2CRM Connector, …
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Can a Librarian Manage Library with No Classification System
No, you are not wrong. This article is about Dynamics CRM and SharePoint. The metaphor of librarian managing library with no classification system is best describing the poor out-of-box feature …
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PDF "Word Template" to DocuSign & upload to SharePoint with Workflow
Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign. Document is generated in CRM using Word Template One click to PDF the document and …
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Working together to improve Dynamics CRM and SharePoint Integration
“CRM is from Mars, SharePoint is from Venus” (read more) was our trigger to developing CRM add-on solution (Dynamics SPO) to improve the integration between CRM and SharePoint. With Dynamics …
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Want to improve CRM integration with SharePoint?
SharePoint and Dynamics CRM are excellent products from Microsoft. Is your organization utilizing the CRM and SharePoint integration at satisfying level of efficiency and productivity? As the developers of Dynamics …
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