The benefits of integrating Sharepoint with Microsoft

Dynamics CRM

The SharePoint integration feature enables you to store and manage documents on SharePoint in the context of a Microsoft Dynamics CRM record, and use the SharePoint document management abilities in Microsoft Dynamics CRM, such as checking the document in and out, viewing version history, and changing document properties.

What Microsoft has to say?

Benefits of integrating Sharepoint to MS Dyanmics

Strong document management Easy Access to employees

Out-of-the-box customizations

Better customer reach and ROI Cost-effective yet secure

Effective team collaboration

Easy Access to employees Users are able to access

documents stored on SharePoint easily and quickly without having to switch applications.

The data becomes easily accessible and collaborative for any user seeking such information.

Out-of-the-box customizations Documents can be pushed from the

Dynamics CRM to a public domain out of the box. 

This feature can be beneficial in the customer service area where you could customize a website to deliver personalized content 

Better customer reach and ROI SharePoint allows us to integrate

and collaborate better and enables us to cater to your customers in a more effective manner by providing them relevant information

This naturally results in a better ROI.

Cost-effective yet secure SharePoint integration eliminates

the need to buy additional CRM licenses for non-CRM users despite giving them access to customer information.

This proves to be extremely cost-effective for businesses.

Effective team collaborationSince users can work on the documents within a single location, the task of document management and collaboration with the team is faster and efficient.

Benefits of Integrating MS Dynamics to Sharepoint

Update product information

Easily identify document location

Quote modification by third party

Educate customers

Documents as customer service

Design marketing campaigns

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For any queries on CMS and CRM

Suyati provides marketing technology and integration services for companies that wish to combine the best of breed solutions and create a unified approach to customer acquisition. This unified digital marketing approach requires system integration between various CMS and CRM platforms, and a slew of eCommerce, Marketing Automation, Social Media Listening, email and social marketing, and customer service systems. Our specialized knowledge in Salesforce, open source and .Net based systems enables us to build effective custom integrated solutions for our clients.