Microsoft Dynamics CRM Sharepoint Integration
Microsoft Dynamics CRM Integration to SharePoint
Using Microsoft SharePoint and Microsoft CRM, a business can
create custom dashboards that provide summaries of all important
performance metrics. Your Sales, Marketing, and Service teams
constantly record and update customer information in Microsoft CRM,
using Microsoft SharePoint critical customer trends, and
information can be displayed on a number of dashboards.
Both Managers and individual users can create custom dashboards
for Microsoft CRM using SharePoint. Users can also access document
libraries using SharePoint.
SharePoint Server integration enables document management
capabilities in Microsoft Dynamics CRM. There are two aspects to
SharePoint Server integration:
Setting up SharePoint integration. A system administrator sets
up a SharePoint Server environment. The Microsoft Dynamics CRM
administrator (a user who has the SharePoint Site Collection
Administrator role) selects the Microsoft Dynamics CRM entities for
which to enable the document management feature, and specifies the
target SharePoint Server. As part of specifying the target server,
the Microsoft Dynamics CRM administrator specifies the SharePoint
Server site collection or the SharePoint Server site URL by using
the SharePointSite entity.
Creating and managing SharePoint document location records.
Microsoft Dynamics CRM users can create and manage SharePoint
Server document location records after SharePoint Server
integration is enabled. You can create and manage SharePoint Server
document location records by using the SharePointDocumentLocation
entity. Microsoft Dynamics CRM also allows for the automatic
creation of folders on the server that is running SharePoint Server
for entity records under certain conditions. However, automatic
creation of folders cannot be done through the Microsoft Dynamics
CRM SDK.
Further information can be found at Microsoft Dynamics CRM
system requirements. You can also call us on 0845 850 1550 to
discuss Microsoft CRM and SharePoint, or email us at info@pythagoras.co.uk.
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