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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hi, first time caller ...
Microsoft Dynamics CRM (Archived)

Hi, first time caller looking for connections between MSDCRM and SharePoint / MS Project Server

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Posted on by Jigs Gaton 65

Hi there, first time caller here looking for the connections between MS Project / Sharepoint and this product, if any. I am currently trying to scope out a complete solution for a small workgroup (less than 100) that need:

  • project management data sharing and management
  • external websites and cloud facilities
  • CRM functionality for clients and staff

Currently, they are working with MS  Project standalones, but are moving to Sharepoint and MS Project Server. But they also need a lot more. Any pointers, advice is appreciated. Thx!

Jigs

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  • Suggested answer
    Lozici Cezar Profile Picture
    Lozici Cezar 890 on at

    Hi Jigs,

      If not done so already please have a look at the available documentation for Microsoft Dynamics CRM and Microsoft SharePoint integration.

    Thank you for using Microsoft Dynamics CRM Communities

    Cezar Lozici

    Support Engineer

    Microsoft Dynamics CRM

  • Jigs Gaton Profile Picture
    Jigs Gaton 65 on at

    thx Cezar, that's great stuff, but I am looking for some documentation at a higher level that shows how Sharepoint, Project Server, and Dynamic CRM fit together to deliver a full system that allows for:

    * file sharing internally / externally

    * project information sharing via website

    * connections to customers via website with MS backend

    * all of that...

    Does something like that exist at MS? thx!

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