Allowing all internal users to search for customer data or sales collateral within the core intranet or enterprise search
Providing a single source of information that relies on showing customer data, such as a client list that could be linked to other projects
Updating your employees on new opportunities logged in Dynamics CRM that need to be checked for possible conflicts of interest
Activating SharePoint workflows, such as developing a SharePoint page for customer or project details or a SharePoint form that updates Dynamics 365 data
Some key features of SharePoint Integration with D365
Storage – Take advantage of SharePoint’s large storage capacity and affordable upgrade costs.
Security – The admin approval secures access to specific records that are aided by some SharePoint benefits.
Document sharing– Multiple users can edit and upload documents without having to worry about overwriting changes made by others.
Attachments – When it comes to the MB size limit, SharePoint has no constraints since the default upload size is configurable.
Customization – You can also opt to customize your website so that consumers access customized content, resulting in improved consumer coverage and ROI.
Mobility– Improved file management and linking will assist you in managing, organizing and sorting your files according to your preferences. As a result, a unique map is generated that makes it simple to find useful links, data and trends.
Team collaboration– The online integration allows for real-time communication, enabling users at both ends to access, edit and revise files. SharePoint also enables you to engage in non-CRM teams and take advantage of their skills to boost productivity.
Have you made up your mind yet?
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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