We've just started using CRM 2013 online for our charity firm. Right now we're storing documents in the notes section of the accounts form. Is this good practice? We have heard that it is better to operate document management using Sharepoint instead but not sure of the costs involved in setting that up.
Please let me know your thoughts and suggestions.
Thank you.
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Hello,
Find the below links which should clarify all your queries and doubts :
msdn.microsoft.com/.../gg327818.aspx
Also find the steps mentioned in this link for integrating SharePoint with CRM 2011 and it should be the same for CRM 2013 :
msdn.microsoft.com/.../jj863709.aspx
Thank You.
Hi Stirling,
You will probably get different opinions on whether this is a best practice or not. I am of the opinion that it depends more on your needs and not a yes/no question. I have seen many people use Notes and Attachments successfully and with no issues.
The main challenges are
So, if you just need basic document storage/attachment, this will work fine. I generally recommend people go with SharePoint for the above reasons and many more. There are lots more collaboration capabilities, workflow, lists, sites and other features that enhance the user experience.
One can get SharePoint Online for as low as $3/user/mo, which is a bargain for getting it up and running quickly and no need to mess with servers and infrastructure. You can step up to full Office 365 for $15/user/mo or less. The office web apps/online editing, version control, search and document management capabilities all make this a worthwhile investment. Both will integrate with Dynamics CRM either on-premise or online and can be configured in about 15 minutes or less.
Mike
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