User Review
( votes)Massive public universities like Michigan State University (MSU) juggle a constant challenge: streamlining operations while maintaining a large number of documents. But when it came to document management, MSU faced even more significant hurdles: an outdated SharePoint system and potential skyrocketing storage fees on their new CRM platform, Salesforce.
Their saving grace? Getting all those documents to a new SharePoint using a powerful tool called Document Extractor. This innovative software seamlessly integrated with both SharePoint and Salesforce, allowing MSU to:
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- Slash storage costs: Document Extractor efficiently migrated MSU’s documents to a new, cost-effective SharePoint system.
- Boost document accessibility: Documents became readily available from both Salesforce and SharePoint, empowering university-wide collaboration.
- Maintain user workflows: The genius of Document Extractor? It leaves behind links for each document in Salesforce, ensuring users can access documents without any disruption to their daily routines.
Where can I get more info on University Document Management?
This is just a glimpse into MSU’s success story. Read the full blog post to discover:
- What MSU did to handle the legacy SharePoint and its documents.
- The key factors behind the software’s smooth implementation and user adoption.
- How MSU achieved significant cost savings and enhanced document accessibility.
And in case you are wondering if there could be a similar solution for a Dynamics 365 environment, the answer is Yes! You can use the integration with SharePoint provided by Microsoft itself and complement it with the Dynamics 365 + SharePoint Document Management Suite as described in this article (spoiler alert: if you just use the Microsoft integration you can get yourself into trouble!)
By Ana Neto
Software engineer since 1997, she is now a technical advisor for Connecting Software.
Connecting Software is a producer of integration and synchronization software solutions since 2004. We operate globally, and we are also a proud “Top Member,” “Top Blogger,” and “Top Profile” at CRMSoftwareBlog.
Recommended CRM Software Blog posts on the Dynamics 365 and SharePoint combination:
Guide | Dynamics 365 Document Management
How to Set up a Dynamics 365 integration with SharePoint
3 Reasons Why You Should Avoid Keeping Your Attachments in Dynamics 365
Using a SharePoint Integration? Be Aware of the SharePoint Document Library Limits
The Challenges of Dynamics 365 Document Management and SharePoint Security
Recommended Connecting Software blog posts:
The post How Michigan State University Conquered Document Management and Storage Costs appeared first on CRM Software Blog | Dynamics 365.
