Posts Tagged ‘dynamics crm with sharepoint’

JourneyTEAM 's Logo Microsoft Launches Lists, A New Smart Tracking Application -- Formerly SharePoint Lists

  Your CRM system gives you a better way to manage your external business interactions and relationships. Everything you need to know about your customer interactions is readily available at any time. While your external processes may be organized, what about your internal processes? If you’ve found that your internal business processes are unorganized and …

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JourneyTEAM 's Logo 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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Dynamics Objects's Logo How to set SPO Functionality for the Account Entity - Step By Step Instructions

How to set SPO Functionality for the Account Entity - Step By Step Instructions SharePoint Connection Setup In CRM - Settings> SPO Configuration>SharePoint Connection Tab In this example the SharePoint Document Library is Accounts. The connection settings above should correspond to the SharePoint URL format of the Document Library - Accounts, as in this image …

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Dynamics Objects's Logo Upload documents from CRM to SharePoint, with ONE click !

Upload documents from CRM to SharePoint, with ONE click Configure which entity you wish to integrate with SharePoint – In this example it's the Invoice Entity. Any entity can be configured. You control the location to save in SharePoint and which attribute from the record is updated in SharePoint metadata columns. Click SPO button and …

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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 CRM is from Mars, SharePoint is from Venus

SharePoint and Dynamics CRM are excellent products from Microsoft. What happens when you integrate the two platforms? It reminds me the book “Men are from Mars, Women are from Venus”, written by American author John Gray, and states that most relationship problems between men and women are a result of fundamental differences between the sexes, …

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Intelligent Technologies, Inc. 's Logo Microsoft SharePoint Takes Your Dynamics GP and CRM Integration to the Next Level

Many companies choose to integrate Microsoft Dynamics CRM and GP for improved business insight and control.  If you’d like to learn more about the benefits of connecting these two systems or start a free 30 day trial, take a look at my recent blog post, “Together Microsoft Dynamics CRM and GP Deliver Improved Insight and …

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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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