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Posts Tagged ‘SharePoint’

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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Quels sont les avantages d’un outil de gestion de la relation client (CRM) Microsoft Dynamics personnalisé?

Une application CRM est utile en tant que telle puisqu’elle permet d’effectuer la gestion de vos clients et contacts, de votre processus de service à la clientèle et de vos campagnes marketing. Mais une fois personnalisée pour s’adapter à vos processus et les améliorer, votre solution CRM peut pousser votre entreprise encore plus loin: elle vous […]

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What are the Advantages of Customizing Your Microsoft Dynamics Customer Relationship Management (CRM) Tool?

A CRM application is useful in and of itself as it allows you to manage everything from your clients to your various contacts, not to mention help you handle your customer service process as well as marketing activities. But customized to fit and enhance your processes, your CRM will take your business to the next […]

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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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New Series: The Value of CRM, Dashboards, Cloud Technology, SharePoint, and ClickDimensions.

What are these tools and how do they benefit my business? Technology today offers businesses of all sizes a wide range of tools to better organize and manage their business. These tools are no longer just for corporations – they provide a competitive advantage to those businesses who actively implement and utilize them. The challenge is […]

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