If your organization runs Dynamics 365, there’s a good chance your documents live in SharePoint, whether that was the original plan or not. The Microsoft integration is one of the […]
Getting users to consistently tag documents with SharePoint metadata is a challenge for any team that has integrated Dynamics 365 Customer Engagement with SharePoint. Yes, having the right metadata tags […]
It’s 4:55 p.m. on a Friday. You’ve closed the deal, and you have gathered every document you need—quotes, invoices, and signed contracts. You’re ready to wrap up and record everything […]
