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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 ‘Sharepoint CRM Integration’

The birth of a best-selling software

Thomas Berndorfer is the CEO and founder of Connecting Software. One of Connecting Software's best-selling products is CB Dynamics 365 to SharePoint Permissions Replicator, "a unique solution for all environments where you have Dynamics 365 and SharePoint". This is a product that is now sold worldwide with great success. For a deeper understanding of it, […]

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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 CRM integration with SharePoint

Dynamics CRM integration with SharePoint If you are not happy with Dynamics CRM (Dynamics 365) and SharePoint out-of-box integration with SharePoint then Dynamics SharePoint Organizer (SPO) is the tool you need. If you pay hefty price for Dynamics CRM storage then upload your documents, from Emails and Notes to SharePoint, and save money. Dynamics SharePoint […]

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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 […]

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#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 […]

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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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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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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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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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