One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very […]
continue reading...Posts Tagged ‘Microsoft CRM and SharePoint’
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 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 the metadata to be uploaded with the documents, from attributes of CRM records. This metadata is saved in SharePoint columns, to improve SharePoint search results, […]
continue reading...It’s time to integrate Dynamics CRM and SharePoint
Since CRM Word Templates was introduced in CRM 2016, more CRM users are now generating documents with CRM than ever. Documents generation in CRM is a one click function. Together with Dynamics PDF-Docs, the document is PDF, attached to the record’s Notes, and to Email as an attachment, a process that saves user’s time and […]
continue reading...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 […]
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...Email to SharePoint 2 upload Documents
We are pleased to release Dynamics SPO- SharePoint Organizer. Dynamics SPO has two functions. In this post we describe the Email to SharePoint functionality. The other function is an improvement on the CRM out of box integration with SharePoint (Read more about: #CRMfromMarsSPfromVenus ) Consider an organization selling IT projects or any organization that needs […]
continue reading...Business Agreements & Contracts – The benefits of Dynamics CRM 365 and SharePoint Integration
Consider a transport company that offers clients delivery services to different addresses and prices that vary based on size, weight, and preferred method of delivery. Or a company that provides IT support services committed to be delivered on predefined schedule. In both cases there is an agreement or service contract, a document that sets out […]
continue reading...Monitor Sales Activities from Central Dashboard
Sales managers have the tough job of keeping tabs on their team. They need to know what each sales representative is doing, how successful their activities are, and how well (or poorly) different product lines are selling. Instead of stopping by each of your team’s offices, you can save time and prevent disruptions by using […]
continue reading...Microsoft CRM vs. SharePoint: Why One Over the Other?
Dynamics CRM and Microsoft SharePoint are two powerful enterprise applications. Both are built on Microsoft Windows, SQL Server and can integrate with most Microsoft productivity tools like Office and Lync. I am often asked: ”For specific business processes, how is one better than the other? How can I make a good decision on which application […]
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