Integrated document management

With creating a 360 degrees customer view also documents are part of this. Service level agreements, requests for information, quotes, etc. are important to link to a customer account to keep track on former activities and documentation. The integration with SharePoint enables to manage documents within Dynamics CRM.

Microsoft SharePoint makes collaboration between you and your colleagues easier. You can create project websites where you can share information and manage documents and tasks from end-to-end. You have secure access to business relevant documents and information.

With Microsoft Dynamics CRM you are able to use the document management functionalities of SharePoint from within Microsoft Dynamics CRM. You can create, upload and view documents in the context of a CRM record. Also colleagues who are not using Microsoft Dynamics CRM can access these documents because the information is stored on a SharePoint run server.

Want to know more about integrated SharePoint in Dynamics CRM?

Are you interested in the integration of SharePoint and want to know more about Microsoft Dynamics CRM? Please contact us and we are happy to help you out.