Posts Tagged ‘document management in CRM’

Dynamics Objects's Logo Dynamics PDF-Docs for CRM 2016 Word Templates

Dynamics PDF-Docs is an upgrade on our successful Dynamics PDF add-on for CRM. Dynamics PDF-Docs can generate PDF Word documents in CRM 2016 and, in one click, attach them to […]

Dynamics Objects's Logo The First Add-On to Dynamics CRM 2016 Document Generation – PDF Docs !

Document Generation is a new feature available in Dynamics CRM 2016. You no longer need to manually extract CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and […]

Dynamics Objects's Logo Jinan Construction Generates 300 Legal Contracts with Merge Fields from Dynamics CRM

Jinan Construction is a Chinese company developing multi-storey residential towers in countries like Australia and Asia. Flat’s prospects and buyers are managed with Dynamics CRM. The CRM solution includes, among […]

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 […]

Velosio's Logo CRM and SharePoint Working Together to Manage Your Information

Using the built-in integration of Microsoft Dynamics® CRM and SharePoint Server document management can be a cinch.  With a little planning you can better manage documents associated with your customer […]

Intelligent Technologies, Inc. 's Logo Updated: Dynamics CRM 2011 and SharePoint 2010 – A Match Made in Document Management Heaven

The integration of SharePoint and Microsoft Dynamics CRM 2011 was arguably one of the most important features to be added to Microsoft’s CRM offering in recent memory.  It made the […]

NexusTek, Inc. 's Logo Document Management and Storage in Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 offers significant new and enhanced features that can increase effectiveness and productivity in your organization. This article will highlight Contextual Document Management. Microsoft Dynamics CRM 2011 […]

TSG's Logo How Microsoft Dynamics CRM 2011’s Built-In SharePoint Integration is Delivering Major Business Value

One of the key features included in the release of Microsoft Dynamics CRM 2011 is built-in integration with SharePoint. Now that the latest version of Microsoft Dynamics CRM has been around […]

 

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