CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘dynamics and sharepoint integration’

Dynamics SharePoint Organizer (SPO) – New Features

With Dynamics SPO, CRM users can upload CRM documents, with metadata from CRM records, to any folder and related folders in SharePoint Locations. Click here to download free trial version. Two new features released today. New Metadata - Multi-Select Option Sets When the metadata is retrieved from CRM field of multi-select option set, the selected […]

continue reading...

Dynamics CRM integration with SharePoint- Can we do better?

SharePoint and Dynamics CRM are excellent two standalone products. Integrating Dynamics CRM with SharePoint is disappointing to say the least. It takes few clicks to integrate CRM and SharePoint, which creates folders in SharePoint, in the context of Dynamics CRM entities. Uploading documents from CRM to SharePoint is cumbersome process. It creates cluttered and unorganized […]

continue reading...

#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 […]

continue reading...
 

 
 
Show Buttons
Hide Buttons