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


Posts Tagged ‘Microsoft Dynamics CRM and SharePoint’

Customer Effective Extends Basic SharePoint + Microsoft Dynamics CRM Integration

Dynamics CRM has an out of the box integration with SharePoint and many of our customers leverage this feature for their document management. It allows you to link documents stored in SharePoint to a CRM record, as well as add documents to SharePoint through CRM, which can be very useful for users who are used to […]

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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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CRM Users Ask…“What Is SharePoint And Why Do I Need It?”

Microsoft SharePoint provides your business with the ability to: Share Collaborate Organize Manage You’ve probably heard of SharePoint but may not understand why you should pay attention to this dynamic technology. SharePoint will provide you with the ability to share information across work teams, projects, and departments. Gone are the days of sending the same […]

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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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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 relationship management (CRM) records. Microsoft Dynamics CRM is a powerful way to streamline marketing efforts, generate sales, and deliver unsurpassed customer service.  Add SharePoint Server […]

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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 jobs of many Dynamics CRM users a great deal easier.  With this upgrade it became possible to access and edit all the information related to […]

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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 provides a way to share and collaborate on documents in Dynamics CRM using the document repository capabilities of SharePoint Server 2010. Microsoft Dynamics CRM has […]

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Streamline Sales Processes with Document Management through CRM 2011 and SharePoint

Your sales team doesn’t work in a vacuum — they are dependent on multiple departments providing input, feedback, and documentation in order to deliver information prospects and customers. What if your sales team could interact with the rest of the company directly through SharePoint, without ever leaving CRM? With Microsoft Dynamics CRM 2011 it’s not […]

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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 for a few months, more and more businesses are starting to realise the power, potential, and value of this powerful new feature.   What is […]

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The Microsoft Platform – A Solid Foundation For CRM

There are a host of Microsoft products that support the agility and productivity of Microsoft Dynamics CRM, each providing unique benefits that can’t be matched by CRM solutions built on other platforms or built to simply function on top of the Microsoft platform.

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