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Before we start talking about what positives and negatives when having Microsoft Dynamics CRM and SharePoint integrated to enhance your business I think it important that we have the fundamental idea of what each does.
Microsoft Dynamics CRM is the customer relationship management software that integrates your Sales, Marketing, and Service along with those unique aspects of your business that make you a success. These intersecting points allow for your end users to have a 360 degree view of your customers, work hands on with the data, and often times uniquely customized to fit your specific business needs.
Microsoft SharePoint is secure place to store, organize, share and access information typically associated with intranet, content management, and document management. As always Microsoft has strived to broaden this application’s capabilities with each version release.
Only recently have companies started to think about integrating Microsoft Dynamics CRM and Microsoft SharePoint, however with businesses moving at lightning speed we need our information and the management of that information to be moving with us. Through this integration, when managed correctly, there is a boost in productivity as well as easier and faster team collaboration and communication. The ability to edit, store, and access documents without having to switch applications, along with being able to see who modified it and when, drastically changes the communication requirements with end users and clients. This integration helps your employees become empowered in their role within your organization!
Some of the top benefits of having integration between Microsoft Dynamics CRM and Microsoft SharePoint include:
Now to highlight the negative aspect of this integration:
There really is only one and that it that the location of the document is at enterprise level. What this means is that end users have to specify the exact URL of the SharePoint site to gain access to documents, this cannot be automatically generated.
As you can see there are significantly more positives to the integration of these two business tools than negative. That does not negate how important and critical that 1 negative is however with the appropriate design and keeping that 1 negative in mind throughout the integration and life cycle it is one that can be managed before it becomes an issue. The gains received through doing an integration promote team collaboration, data management, and help encompass that all important aspect of providing the ultimate information and service for your customer to ensure continued loyalty and business.
For more tips and CRM related information please visit the blog on our website.
OTT, Inc., is a Microsoft Dynamics Gold Certified Partner and member of Microsoft Dynamics President’s Club for 2012 and Accounting Today’s Top Var 100 list for 2012.
By Brandi Bozek, CRM Consultant with OTT, Inc., St. Paul, Minnesota. Leading Microsoft Dynamics ERP & CRM partn
Microsoft Dynamics CRM and SharePoint is a post from: CRM Software Blog
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