SYS-CON MEDIA Authors: Pat Romanski, Gary Arora, Zakia Bouachraoui, Yeshim Deniz, Liz McMillan


Advantages Of Integrating Microsoft Dynamics CRM With Microsoft SharePoint

Integrating Microsoft Dynamics CRM With Microsoft SharePoint

Microsoft Dynamics CRM is a widely popular CRM and ERP solution for large and small organizations around the world today. But, if you are a user of the platform, you must wonder where to store the documents that you need to.


For this reason and many others, Microsoft SharePoint is integrated with the CRM platform to drive better benefits and utilization. Microsoft Dynamics CRM has the capability to provide your organization with a single central view of the complete organizational data. This ability leaves no room for disparities in the data and provides a single window of truth to all the users across the enterprise.


Microsoft Dynamics is being employed by corporations around the world to streamline their processes and accelerate growth process. Most of these companies use Microsoft SharePoint too but as another standalone system. A major reason why these companies do not integrate their two systems is that they do not realize the immense benefits of such an integration.


  • Document Management capability – Unleash the combination of Microsoft Dynamics CRM and Microsoft SharePoint to exploit the advantageous feature of document management. By using the document management feature, your CRM platform does not get overwhelmed with documents, you can attach documents in SharePoint corresponding to any record in Dynamics CRM, and any format of the document out of the ones that are supported by Microsoft SharePoint can be attached.

  • Document Versioning Capability – SharePoint has a powerful process of the versioning of documents lest they are needed to be backtracked in the future. The check-in and checkout process of document versioning is simplified in Microsoft SharePoint.

  • Stringent Security – With the integration of Microsoft Dynamics CRM and SharePoint, users are able to make use of a single platform to edit, view, and share documents, check version history, etc. With this capability, there is increased security as users stay on the same platform rather than switching back and forth between multiple platforms. The capabilities and features of assigning authorization rights and access permissions to user groups limit them on the actions they can perform on a document. This enforces higher security.

  • Built-in customization – Delivery of personalized content to the customers directly is an added advantage of leveraging Microsoft Dynamics with SharePoint in your organization. The system helps to transfer documents from Dynamics CRM to a public domain directly, which can be your website too. Customers can then be assigned the rights and authorization to view the product descriptions and documents of interest to them.

  • Improved Customer Support – In a call center that buzzes with queries and complaints round-the-clock, the integration of Dynamics CRM with SharePoint can prove to be even more beneficial. While the Microsoft dynamics CRM services platform performs the ticket logging, billing, maintenance of the SLA, and so on, the SharePoint system is used to maintain, view, update, and edit the product manuals and support documents that aid in the resolution of the customer's queries.

  • Increased Collaboration and ROI – With Microsoft Dynamics and SharePoint, the sales and marketing processes are streamlined. The system allows for better collaboration between teams which acts the fuel in driving better customer service and hence leads to an increased ROI.



Integrating the two leading platforms can open the paths to newer and better operational processes, thereby providing an opportunity for effective operations and better team collaboration. To serve your customers better, SharePoint is an effective investment for your Microsoft Dynamics CRM.

More Stories By James Warner

Business Analyst / Business Intelligence Analyst as well as Experienced programming and software developer with Excellent knowledge on Hadoop/Big data analysis, Data Warehousing/Data Staging/ETL tool, design and development, testing and deployment of software systems from development stage to production stage with giving emphasis on Object oriented paradigm.

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