In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Dynamics CRM is a great tool for many things; tracking sales opportunities, managing cases, and tracking activities. One of the few things that should not be done in CRM: document management and storage.
Many Dynamics CRM customers use SharePoint to store and manage documents, as it integrates smoothly within CRM. In some cases, CRM and SharePoint are hosted in two separate domains. For example: CRM may be Online and SharePoint may be on-premise. Or CRM may be partner-hosted while SharePoint is Online. In these situations, every time a user is in CRM and wants to view the SharePoint documents, they have to enter in their SharePoint username and password. For a company that relies heavily on various documents to operate daily, this is tedious. PowerObjects to the rescue!
We recently implemented a custom SharePoint plug-in that functions as such:
Not only does this solution prevent the user from having to enter in additional credentials each time they need to add or access a document, it also allows them to stay within CRM and use out-of-the-box CRM functionality (the Add Attachment button) which takes less clicking than adding a document through the SharePoint integration.
If you're interested in a demo, or would like to see if we can provide a solution to meet your needs, contact us.
Happy CRM'ing!