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Microsoft Dynamics CRM vs SharePoint

Written By: Cliff Ford on November 13, 2012 No Comment

Integrating Microsoft Dynamics CRM with SharePoint

Dynamics CRM and Microsoft Sharepoint Collaboration

MS Office SharePoint Server is well recognized as the industry leading collaboration and document management tool which simplifies how users can store, search for, and share data across multiple platforms. This software assists users as they collaborate efficiently as they gain simple and secure access to documents and data that are necessary for crucial business decisions.

Microsoft Dynamics CRM Online now supports integration with SharePoint that empowers users to manage the document options of SharePoint from inside of Microsoft Dynamics CRM. This application allows users to store first and then also manage their documents in the relationship to a specific Dynamics CRM record (of any type) on a SharePoint server.

Users can then leverage the SharePoint infrastructure to create, share, edit, manage, and collaborate effectively. Due to the documents being stored within a SharePoint server,all non CRM users are able to gain direct access to these documents on the SharePoint server, assuming that they have the rights on the SharePoint server for this.

Microsoft SharePoint integration with Dynamics CRM

The following options are available when Microsoft Sharepoint and Dynamics CRM are integrated together.

  • Users can create records, attach, view, edit, delete document records on a SharePoint server from inside the Microsoft CRM window.
  • Users are able to take advantage of the Microsoft SharePoint document management abilities within Dynamics CRM applicataion. Examples include (a) being able to check-in documents as well as check-out documents (b) viewing version history (c) revising and editing document properties.

Microsoft CRM allows users to take advantages of 2 entities for storing the SharePoint location records: (a) SharePoint Site and (b) SharePointDocument Location.

Microsoft Sharepoint 2007 and 2010 are both supported

Microsoft SharePoint integration is supported for (a)  SharePoint Server 2010 (b) SharePoint Server 2010 Online (c) SharePoint Server 2007 and (d) Sharepoint Server 2007 online.

Microsoft SharePoint Server 2010 is recommended

In order to have the best user experience – that functions with the documents stored in SharePoint from inside of the Dynamics CRM window and includes automated creation of locations on that SharePoint server, users must implement SharePoint Server 2010 or SharePoint Server 2010 online, and the Microsoft Dynamics CRM List Component for SharePoint Server 2010 must be installed on the SharePoint server.

Keep in mind that when users implement MS Dynamics CRM, the SharePoint integration is turned on by default.

Video: Difference between Microsoft CRM and Microsoft Sharepoint



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About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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