If you’re a business owner who currently uses Microsoft SharePoint, and want to install Dynamics CRM, the former easily integrates with the CRM platform. Document management, one of the core features of SharePoint, provides authorized users the ability to create, post and share their work.
This capability resolves many issues over over-customization to the point where original programs are less responsive. In fact when it comes to the topic of ERP systems, where a lot of customizing of apps has evolved over the years, Gartner notes huge obstacles ahead for users of old programs:
“A system that is not sufficiently flexible to meet changing business demands is an anchor, not a sail, holding the business back, not driving it forward.”
But Dynamics 2015 exemplifies the move away from patched-together apps and isolated programs with the availability of SharePoint Document Manager in the CRM suite. Users can control the ‘life’ of their documents: who creates them…who reviews…publishes…deletes and archives them.
In the past, Dynamics CRM users were required to access SharePoint separately. Now, the integration of the two suites results in enhanced collaboration via document sharing. Moreover, SharePoint users are able to ‘tap’ the power of Dynamics CRM, and vice-versa. Ultimately, and by using the Business Connectivity Services of SharePoint, users can display and share their work and carry-out searches within CRM and Sharepoint.
To receive a competitive quote on Dynamics 2015 CRM, or any other Dynamics software, check out our website for a variety of subscription options. Also, learn how you can receive your licensing with 48-hours.
Written by D.L. (Technical Team)