SharePoint Integration with MS Dynamics CRM

SharePoint is used for content management and document managements. It provides organization, sharing and access of information within the organization and outside the organization. From any device you can access SharePoint through a browser. Some more features of SharePoint are explained bellow.

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  • Upload documents to a single place, so you can access anywhere and anytime
  • Provides library function for editing documents.
  • Provides documents sharing feature. Also many people can edit the same document at a time.
  • SharePoint has version feature. It has option to keep the previous document and edit it.
  • Create sites.
  • Creating custom libraries.

SharePoint Plans:

  • Office 365
  • Online Standalone
  • On-Premise

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SharePoint Integration with MS Dynamics CRM:

By integrating MS Dynamics CRM with SharePoint we can use all features of SharePoint from Dynamics. Like we can create, edit or share our documents to SharePoint. Also it we can control versioning and viewing of document from Dynamics CRM. Also if we want to use documents created from MS Dynamics CRM to any other platform, than the SharePoint is a best option to share documents with security.

Also we can assign the Dynamics CRM user to our SharePoint sites. We can create team from sites and can share documents and other information to those teams.

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