The Business Benefits of Dynamics 365 and SharePoint Integration

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With changing innovation scene and the requirements of today’s clients, a venture calls for better work process management, closer coordinated effort among the teams, and tools to automate and drive process effectiveness.

Not every software has been configured properly to be compatible with others. However, in the case of Dynamics 365 and SharePoint, since both are Microsoft products, they naturally sync well with each other.

Microsoft has toiled to create an umbrella of office software suitable for the largest organizations or the small business entrepreneur.

Technology business pioneers have understood the key advantages of utilizing Dynamics CRM by incorporating with SharePoint to attract the most extreme mileage in terms of IT effectiveness and general operations.

The Business Benefits of Dynamics 365 and SharePoint Integration - AhaApps

The Business Benefits of Dynamics 365 and SharePoint Integration - AhaApps

As opposed to utilizing Microsoft Notes, the SharePoint collaboration goes far in storing documents. With the presentation of integration with Dynamics CRM, SharePoint empowers the stockpiling of data as a Dynamics CRM record.

It additionally permits sharing and review adaptation history, changing document properties; and using the SharePoint document management feature for normal check-in/check-out.

One can configure Dynamics 365 that fills in as a perfect utility to store records other than common attachments. A committed SharePoint location shows specific documents related to the present record.

A lot of companies haven’t recognized the need to integrate Microsoft Dynamics CRM and SharePoint. The only reason for this is that they don’t know the business advantages of this merger.

There are several benefits your business can enjoy by employing the right Consultants to help you to integrate SharePoint and Microsoft Dynamics CRM for your organization.

It is easy to access the files that have been stored in CRM through the Microsoft SharePoint platform without having to pay additional CRM licenses. There are numerous benefits of integrating SharePoint with Microsoft Dynamics CRM. These include:

Improved Security:

For non-CRM clients, the requirement for a license is wiped out, as the default authorizing awards them access to client data. The access to singular documents is made secure by the admin’s permission, aided by certain benefits concurred by SharePoint.

Users without the necessary authorizations cannot access these documents by any means. It is a cost-effective way too.

Connecting elements:

The different elements of a Dynamics CRM can be connected for better coordination. For instance, kits and licensing data, just as client-related records can be mapped to a particular process.

Also, price lists, item FAQs, and promotion flyers can have the current SharePoint organizer URL mentioned. Third parties can refer to SharePoint before modifying or appending specified price lists.

One can view or add product-related information when attending to a customer’s request. This information can include licensing and pamphlets that can assist to create more opportunities or services requested by clients based on their needs.

Client reach:

SharePoint empowers organizations to converse with the greater part of their crowds by teaming up among the workforce for an engaged and focused pitch including important data that prompts the potential client. This can at last convert cold pitches into deals, subsequently boosting possibilities of higher ROI.

Managing documents:

Once SharePoint is integrated with Dynamics 365, tagging locations with specific URLs inside the CRM turns into even more productive. You can manage your documents with ground-breaking abilities spreading over version control, check-in/out, advanced storage tools, and set up cutting-edge documents survey and approval work processes.

Quite a few companies use SharePoint for document management in some measurements. Most of the documents contain certain contacts, accounts, or other business details that require to be tracked.

At times, Microsoft Dynamics CRM is used to observe these elements in addition to Microsoft SharePoint. The integration of the platforms takes care of the management of such documents.


SharePoint coordination allows amazing customizations over various portals to interest clients in more than one different way. The out-of-box customized content – including item-related data and related inquiries – is conveyed to the client within the required period.

Website customizations can be done aiming to deliver personalized content to customers. Consumers can be granted access to specific product-related information. This results in better customer coverage and returns on investment.

SharePoint is a tool many need for data integration and collaboration allowing you to provide excellent services to your clients in a more effective manner.

A lot of us have witnessed a patchwork of solutions strewn in together like network share drives, public email folders, or out of sheer frustration of getting the job done or simply exasperation, personal folders on computers that are shared with absolutely no one.

These solutions become a dumping site for documents, and users typically abandon these applications out of frustration due to the lack of organization and poor searchability.

With Microsoft Dynamics 365 and SharePoint this is unlikely to happen as they sing the same tune and are just like peanut butter and jelly.

If you want to get more out of your Microsoft solutions and are embarking on the road of integration, do speak with us and we will help you with the transformation.

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