CRM with SharePoint

Just as CRM pulls disparate information into a single view, so central storage reduces costs, improves inter-company collaboration and enables users to make more informed decisions.

SharePoint provides more than central storage; it integrates seamlessly with Microsoft Dynamics CRM, giving you a powerful document management and sharing tool. Familiar Microsoft tools make it easy to view and edit documents stored centrally on SharePoint but directly accessed from your CRM system.

SharePoint provides:

• Simultaneous document editing, offering better participation and productivity, clearing versioning and revision history, maintaining version control
• Faster access to documents, saving time
• Workflows to manage common tasks and save time, improving standards

In addition to document storage and sharing, SharePoint is equipped with fast, flexible search tools that enable users to easily find the right business information regardless of who created it.

To find out more about how SharePoint supports your business goals, click here.