By News Editor

The official Microsoft Dynamics CRM blog alerts us to new features of SharePoint Online that offer productivity enhancements to Dynamics CRM users.  As they explain, a lot more document management capabilities of SharePoint Online can now be exposed directly in Dynamics CRM (bold text is from the original):

"Most notable from a Microsoft Dynamics CRM perspective, is that Microsoft Dynamics CRM customers can now take advantage of the rich SharePoint Online document management functionality directly within the Microsoft Dynamics CRM application.  This provides users the ability to create SharePoint Online Document Libraries dynamically within CRM - when and where they are needed.  Companies can add Document Management capabilities to entities such as Accounts, Opportunities, Cases or even custom entities in Microsoft Dynamics CRM."

The new functionality requires the Dynamics CRM 2011 List Component. Once installed it automatically creates a SharePoint document library tied to an entity like an Account via the "Documents" link .  Once linked, documents can be uploaded to that Account's document library right from the CRM 2011 client.

SharePoint Online and Dynamics CRM 2011

SharePoint Online and Dynamics CRM 2011

Similar to Microsoft Dynamics CRM, SharePoint Online leverages Lync presence to drive individual productivity.

SharePoint Online and Dynamics CRM 2011

This feature should offer a nice productivity bump for the story of Dynamics CRM 2011 plus SharePoint Online.  It's also a must-have - or close to it - in talking about integration of Dynamics CRM in the "Microsoft stack". Document management solution vendors have long provided the ability to create document repositories related to CRM entities in one way or another.   But more customer needs can be met if they have a better jumping off point with the core products, so this type of feature ought to help Dynamics CRM users more easily reach their full document management requirements.