Posts Tagged ‘crm integration with sharepoint’

Dynamics Objects's Logo Dynamics CRM integration with SharePoint- Can we do better- PART 2

The issues build into the out-of-box (OOB) CRM integration with SharePoint, are described in the post “Dynamics CRM integration with SharePoint- Can we do better" In this post I will describe how Dynamics SharePoint Organizer (SPO) offers better integration between SharePoint and CRM. Dynamics SPO trial version, can be downloaded here. Dynamics SPO has two …

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Dynamics Objects's Logo #CRMfromMarsSPfromVenus Think BIG #MSDyn365 integrated with #SharePoint

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 …

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Prophet Business Group 's Logo Is It Worth Integrating SharePoint and Dynamics CRM?

Whether you’re using Dynamics CRM to manage a sales process, resolve customer issues or conduct marketing campaigns, you’ve probably seen how useful it can be to attach a document to a CRM record. It’s something you can do out-of-the-box with Dynamics CRM but it has some limitations – file size caps, total storage space, accessibility …

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Intelligent Technologies, Inc. 's Logo How to Easily Manage Documents with Microsoft Dynamics CRM and SharePoint Integration

One Microsoft Dynamics CRM 2011 feature that can really improve productivity and streamline your business processes is its native integration with Microsoft SharePoint Server 2010. Many people have questions about exactly how this works and how it could help them.  So, the Microsoft Dynamics CRM team released a helpful video demo that gives a quick …

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MIG & Co.'s Logo Why Aren't You Using SharePoint with Dynamics CRM 2011?

With the release of Dynamics CRM 2011, Microsoft provides an out-of-the-box integration with SharePoint. Even if you don't take full advantage of the complete capabilities of a SharePoint integration, you'll certainly want to turn this feature on. At a minimum, you'll be able to share your CRM documents across your organization. In previous versions of …

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