Microsoft Dynamics is a powerful platform for ERP and customer relationship management. When the Dynamics is combined with Microsoft SharePoint, it becomes compatible to manage data and documents in a comprehensive way.
What is SharePoint? Microsoft SharePoint is a web-based platform which integrates with various Microsoft office sectors. Microsoft SharePoint helps in storing and managing the documents at the SharePoint server. The software is highly configurable and uses the substantiality of the organization. It is a content management application that simplifies the storage procedure and helps people to find and share information. The software also helps people to collaborate effectively by having secure access to documents and information as well. Apart from storage, the SharePoint configuration system integrates with Microsoft dynamics 365 to view the version history of the documents and change the properties of the document. Microsoft dynamics 365 in relation to SharePoint integration Vividly, Microsoft Dynamics CRM is a great opportunity to develop the business ERP using various management solution. However, one question arises in the minds of the users- where to save the data and documents? The CRM is not designed to record or save the data. The lack of document management for a business may lead to various loopholes in the system as well. Microsoft dynamics 365 with integration to SharePoint is a great combination for the people who ask document management in the organization. The built-in integration helps in focusing on storage and managing documents in the SharePoint document libraries. Benefits of integration – Overview 1. Simplified document management Since many organizations deploy the Microsoft Dynamics SharePoint for document management, it has to have easy user-interface. The integration helps the businesses in maintaining simple documentation of contacts, records, and accounts of the customers and the business entities. 2. Improved data security The dynamic CRM and the SharePoint collaborate together to give high-class data security. They allow the users and the non-CRM users to view the saved data but does not allow any type of editing. The user requires adequate permission and authorization to enable editing the data. 3. Better team collaboration Every company has a robust and technical document management system. Therefore, in order to maintain and utilize the data with all the departments, the data has to save on a simplified platform that is user-friendly. The Microsoft SharePoint and dynamics 365 integrate fruitfully to help team collaboration. The users can use the data, maintain them and share easily with various members of the team effectively.
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AuthorThe author blogs and expresses his views on Microsoft Dynamics Technologies. Being a consultant himself, he relies on his experience of having worked on them while articulating his opinions. To know more about microsoft dynamics visit @ http://www.dynamicssquare.com.au/ |