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The native SharePoint integration into Microsoft Dynamics CRM has caused a lot of excitement over the last few months. The powerful document management capability of SharePoint combined with the ease of access to documents when working within a Dynamics CRM record like Accounts, Contacts or Opportunities has been well documented in a number of articles and blog posts. However, as we began implementing this integration, it raised some usability questions.
One of the features we love about Dynamics CRM is the Outlook integration. The combination of Dynamics CRM 2011 and Outlook 2010 has had great productivity increases to our clients as they utilize their Dynamics CRM system. We have developed best practice work processes around activity management, account/contact management, and opportunity management through the Outlook interface for our clients. We coach our clients to live in their primary tool, Outlook, and focus on how to complete their work and tasks within this toolset. As a result of the process steps we teach them, CRM is updated during the natural course of the workday and not seen as an additional data entry effort by staff members, and management gets the reporting and visibility they want because data is entered into the system.
With the integration of SharePoint to CRM, we were looking forward to adding document management to the work processes we coach, however we found a couple of rough spots while working with a client:
We found a solution for the client that is a SharePoint add-in to Outlook. Benefits include:
There are a number of other benefits this tool provides however we have been impressed with how it enables us to help our clients remain effective and productive through the Outlook interface combining the benefits of Dynamics CRM and SharePoint.
McGladrey has achieved the Gold Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) Competency in the Microsoft Partner Network. This competency means McGladrey demonstrates an ability to meet Microsoft customers’ evolving needs in today’s dynamic business environment and has completed a rigorous set of tests to prove their level of technology expertise. If you are interested in learning more about this solution or project experience, our professionals can be reached via email at firstname.lastname@example.org or by phone at 800.274.3987.
By: Trupti Storlie, McGladrey – Microsoft Dynamics CRM Partner with offices in New Jersey and Minnesota
Practical Considerations to Integrating the Microsoft Dynamics CRM Outlook Client and SharePoint Document Management Integration is a post from: CRM Software Blog
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