CRMJetty

With our latest major release of Dynamics WordPress Customer Portal v3.1, we launched SharePoint Integration add-on that would allow our customers to keep all their documents in sync on all the platforms; Dynamics 365, Customer Portal, and SharePoint. Pain Point: With our Dynamics CRM WordPress Portal, you could not store or manage the documents in an organized manner. You could just attach the documents to your “Notes” for a specific record. And knowing how document management is one of the most critical works for a business, we developed our add-on to add value to our solution. When it comes to documents, admin and users want to collaborate to manage and store the documents associated with specific records; for example, quotes, proposals, attachments, etc. With Dynamics 365, Microsoft has provided a variety of sub-products and Apps to facilitate most of the business requirements, SharePoint being one of them. By integrating SharePoint in Dynamics 365 , it will allow to...