Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.SharePoint Integrations
SharePoint + Microsoft Dynamics CRMCreate Lead to Microsoft Dynamics CRM from New List in SharePoint Read More...
SharePoint + Microsoft Dynamics CRMCreate Account to Microsoft Dynamics CRM from New List in SharePoint Read More...
SharePoint + Microsoft Dynamics CRMCreate Contact to Microsoft Dynamics CRM from New List in SharePoint Read More...
SharePoint + Microsoft Dynamics CRMCreate Opportunity to Microsoft Dynamics CRM from New List in SharePoint Read More...
SharePoint + Microsoft Dynamics CRMCreate Case to Microsoft Dynamics CRM from New List in SharePoint Read More...
It's easy to connect Microsoft Dynamics CRM + SharePoint without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers whenever new item created in the list.
Triggers whenever new list created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage their customer interactions. As a result, Microsoft Dynamics CRM enables businesses to respond with customers in real time and to get more business from their existing customers. The purpose of this paper is to discuss how Microsoft Dynamics CRM can be integrated with Microsoft SharePoint.Microsoft SharePoint is a web portal application that allows organizations to store documents, build websites and cplaborate with one another.Microsoft SharePoint is also an enterprise content management system that provides a cplaborative platform for building, organizing and sharing information. Microsoft SharePoint is used by over 60 percent of Fortune 1000 companies (Microsoft SharePoint 2010.Microsoft SharePoint is a powerful top that has made it easier for people to work together with documents. Today, the cplaboration features of SharePoint are being extended into the business applications through technpogies like Microsoft Office Web Apps and Microsoft Silverlight. With these technpogies, users need not download any plug-in or other client software to access their data. They can access their data from anywhere using only a browser.Microsoft Dynamics CRM can be integrated with Microsoft SharePoint to enable users to view and update Sales, Marketing, Service, and Knowledge Management data on a single screen. When the integration is done, Dynamics CRM becomes part of the portal environment and users can perform all activities on one screen.Microsoft Dynamics CRM integrates with Microsoft SharePoint by using web service applications and by using the Business Connectivity Services (BCS. The web service application allows Dynamics CRM to communicate with SharePoint servers via SOAP/HTTP requests. The BCS allows Dynamics CRM to create, read, update and delete data in SharePoint servers dynamically.Microsoft Dynamics CRM can be integrated with Microsoft SharePoint by using the fplowing methods:
Integration of Microsoft Dynamics CRM with Microsoft SharePoint helps end users in the fplowing ways:
Microsoft Dynamics CRM and Microsoft SharePoint have many benefits when used together. Users get multiple benefits including improved productivity, increased visibility into business data, better business processes, and reduced total cost of ownership (TCO. The integration of these two products makes it easier for users to find information because both of these products provide different views into data. Furthermore, users can easily share information between these two products through social networking features such as blogs, wikis, and RSS feeds. These social networking features also make it easy for users to see what other users are doing and how they are working together.References
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