SharePoint comes across as much acclaimed and utilized Business Content Management System which aids in editing and modifications, maintenance of multiple documents, web portals, business processes and collaboration for increased productivity and sales.
SharePoint comes across as much acclaimed and utilized Business Content Management System which aids in editing and modifications, maintenance of multiple documents, web portals, business processes and collaboration for increased productivity and sales.
SharePoint and Microsoft Dynamics Integration
Customer relationship management (CRM) helps in cost reduction and profitability by better organization and automation of myriad business processes which result in customer service. Superior customer care nurtures customer loyalty in marketing and sales.
Together, SharePoint and Microsoft Dynamics CRM align all the benefits that they comprise and leverage these to form a complete platform.
Benefits of SharePoint Integration and Microsoft Dynamics CRM
1. Management of Documents:
You can not only create, upload and view documents but also and edit or delete them on a server which is running SharePoint from within Microsoft Dynamics CRM. Search for documents is rendered easy includingviewing version history or altering document properties.
2. Enhanced Security and Version Control:
You get the advantage of an application platform which manages intranet, helps to build applications, manages data, allows you to work on documents anytime since they are stored in the server. Not only CRM users but all other employees in the organization to get access to CRM data.
3. Better Linking and Direct Collaboration:
Check-in and check-out of the documents, create, view or delete documents, control versions or edit concurrently using Microsoft SharePoint. From building public-facing websites, intranet, extranet, document management system to automated maintenance of the servers, minimal downtime, secured data in geographically distributed data centres, management of customer projects and managing tasks and documents at a central location, SharePoint with Dynamics CRM integration renders your work safe from any threat or loss.
4. Building of an efficient Document Management System:
SharePoint integration with Microsoft Dynamics CRM allows you to create, view, upload or delete documents, store and manage documents, alter document properties or view version history — all this on a server which is running SharePoint from within Microsoft Dynamics CRM. Linking of documents can be done with other entities and by integrating Microsoft Dynamics CRM to SharePoint, you can also edit and store documents within Microsoft Dynamics CRM. Such an integration helps users to manage sales and marketing documents and share them with their team.
5. Better Management of Accounts and Opportunities:
The integrated platform provides automatic alerts, updated events, business news and proposals, better relationship management, seamless workflows and reaching out to social channels to access new contacts. Empowered sales team, real-time sales reports, dashboards and campaign management improve business prospects. External social collaboration groups can be created with clients, for instance, by using Yammer integration. Improved support from mobile devices aids in enriching your business by giving superior customer care and faster business decisions.
Understanding Your Customers
Integration of SharePoint with Microsoft Dynamics CRM taps the potential of each and also results in reduced development costs and advanced security. The result is compelling business solutions and amazing customer experience!