CRM Integration

Improve customer service - automate your marketing - optimize sales cycle! Serve your customers better by meeting changing needs and accelerate their digital transformation with "Microsoft Dynamics 365 CRM".

 

Being the school of apps – sales, service, finance, operations, and talent, Dynamics 365 breaks down the silos between CRM and ERP, is powered by data and intelligence, and helps capture new business opportunities.

Held as a market-leading technology for a reason, Microsoft Dynamics 365 is the platform that opens up numerous opportunities for truly flexible and impactful management of your customer relationships.

While both SharePoint and CRM can exist independently, much more can be achieved when they act in concert.

The Microsoft Dynamics 365 integration feature enables you to store and manage documents on SharePoint in the context of a Dynamics CRM record, and use the SharePoint document management abilities in CRM.

A variety of other Dynamics CRM-SharePoint integration benefits includes:

• Simplified Document Management: Manage and monitor the documents such as customer contracts, accounts and other business entities that need to be tracked.
• Better Team Collaboration: The most important benefit of Dynamics CRM integration with SharePoint is improved team collaboration. Through this, users can easily and quickly maintain and share the documents to enable direct and swift collaboration.
• Improved Data Security: The Dynamics CRM and SharePoint integration allow users to view, edit, or share documents and check version history using a single platform.
• Quick Inter-Entity Linking: Allows users to link specific documents with other business entities right inside the CRM. These entities can include marketing campaigns, opportunities, quotes, sales literature, and case studies.
• Out-of-the-Box Customization: Essential for the customer support teams. The integration lets users transfer documents from Dynamics CRM to a public domain. Users can customize websites using the same platform to deliver personalized content to customers. Thereafter, the customers can be allowed to view the content by granting them access rights to specific documents or product information.
• Increased Customer Coverage & ROI: This provides you with an opportunity to serve your customers better and in an effective manner. By offering customers direct access to your product and business information, you can expect an increased return on investment.

Apart from the above-mentioned benefits, Dynamics CRM with SharePoint integration also offers one location accessibility, enhanced employee performance, improved content management, and versioning control.

Boost productivity and increase revenue by integrating your businesses best practices with the best technology.