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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’

Setting up D365 Sales and SharePoint Integration

Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need […]

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Upload CRM Documents to SharePoint – Store by Document Types

The procedures and policies of how an organization stores documents uploaded from CRM to SharePoint vary between companies. Actually, the two most important parameters in storing documents in SharePoint are metadata and the folder structure where documents are stored. CRM out-of-box (OOB) integration with SharePoint provides mechanism to upload documents from Dynamics CRM to SharePoint […]

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Office 365 and Dynamics CRM: The Perfect Match

As innovative technologies emerge, the world of business continues to shift and evolve. Keeping up with these changes isn’t easy. To succeed, your organization needs the right tools. The Microsoft Office 365 suite is far and away one of the best tools for maximizing your company’s productivity. There are a lot of things to love […]

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How to Organize Dynamics CRM Documents in SharePoint

How to Organize Dynamics CRM Documents in SharePoint Not many companies are aware of the capability of Dynamics CRM and SharePoint integration, and the benefits for their business.  Microsoft Dynamics CRM and SharePoint Integration helps users to view and share stored documents easily, and increase productivity and strengthen the collaboration between the different business units […]

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Microsoft Dynamics CRM Word Templates – Create, Generate, and PDF

CRM Word Templates are documents created once, with attributes / fields from CRM entities and related entities, to generate Word documents and reports using the CRM function “Word Template” in the user interface of a record. If you have never created Dynamics CRM Word templates before, you can download these free word templates for Invoice, […]

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Leverage the New Tax Plan to Invest in Your Business

  Have you been waiting for the chance to invest in your business, upgrade your tech, and bring your company up-to-date with the latest industry trends? There’s no time like the present!   On Wednesday, December 20, 2017, Congress passed the Tax Cuts and Jobs Act. This tax reform legislation will allow you to dramatically increase […]

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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 […]

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CRM metadata saved in SharePoint columns

CRM metadata saved in SharePoint columns The alternative & better CRM and SharePoint integration In previous post we promoted the idea of “CRM is from Mars, SharePoint is from Venus”(Read More...), which concludes that OOB CRM integration with SharePoint creates too many folders and sub-folders, while best practice is using metadata from CRM records and […]

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Want to improve CRM integration with SharePoint?

SharePoint and Dynamics CRM are excellent products from Microsoft. Is your organization utilizing the CRM and SharePoint integration at satisfying level of efficiency and productivity? As the developers of Dynamics SPO and Dynamics PDF-Docs, for limited period of time only, we are offering free online meeting to discuss with you, on how to improve CRM […]

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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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