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...

Microsoft has been ruling the tech world for decades and has changed the way we work with computers. Probably, we cannot imagine the technology industry without them. They are also well known for their multiple products and services, operating systems, cloud computing services, CRMs, and many other products. Two of the well-known products of Microsoft among enterprises are SharePoint and Dynamics 365. These two products not only make carrying out tasks easier for the companies but also helps them streamline their operations. And in this blog, we are going to talk about how to integrate SharePoint with Dynamics CRM and how enterprises can benefit by doing so. First, let’s understand each of them in brief, and then we’ll discuss the steps for integrating them. What is SharePoint? According to Microsoft, “Organizations use SharePoint to create websites. One can organize, share, store, and even access information from any device. You can access SharePoint via various web b...