You can have Microsoft SharePoint and Dynamics CRM installed in your environment but have no idea how to make the most of their capabilities. Or, in other cases, your security between SharePoint and CRM may be out of sync. In both cases, this blog post is a must-read to learn more about the business value of SharePoint integration with Dynamics 365.
As we know, Microsoft offers a plethora of products to meet the growing needs of businesses and SharePoint is no exception. In fact, SharePoint embraces new capabilities. It’s well-known for its document management and storage features and it works well with Microsoft Office.
Let’s acknowledge that record and document management is one of the most critical aspects of any company that cannot be neglected. As a result, Microsoft’s features have been expanded to include all business criteria through the incorporation of Dynamics CRM and SharePoint.
There are several reasons why you should migrate to SharePoint 2019. It has hybrid cloud search, all the sites are in one place, it allows rapid site development, there are many PowerShell scripts and so on.
One of the many obstacles the sales team faces when handling prospective clients is the never-ending parade of paperwork needed to close a deal. At times, it is overwhelming to keep track of quotations, descriptions, specifications, purchase orders, RFPs, RFQs and many others.
We are sure that most of us have found ways with network share drives, public email directories, or personal folders that we don’t share with others out of desperation. These solutions, however, become dumpling grounds for documents due to a lack of teamwork and weak search functionality and we end up abandoning those documents out of frustration. Here’s an eye-opener – even if you’re using a sophisticated document management system like SharePoint, there’s a dissonance between sales processes and CRM systems.
To solve this, we have Microsoft Dynamics CRM and SharePoint integration. This integration works like magic that makes all disparate documents easy to manage. Here are some key benefits that add business values to your business:
Once you have it all configured, you will be amazed at how easy your document management has become! SharePoint Online Integration with Dynamics CRM is extremely useful. Dynamics 365 has evolved into the heart of the CRM network, assisting sales reps in not only storing consumer data but also driving sales and marketing processes.
You will greatly improve your company’s processes by integrating Dynamics SharePoint. You wouldn’t have to look for the files you need any longer. Instead, everything will be interconnected, providing immediate access to your entire team.
Connect with one of our SharePoint experts to see how all of this would fit together. We’ll be happy to demonstrate how all of this would impact your business.
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