Dynamics CRM + Dynamics GP: Better integration through SharePoint
Did you know that SharePoint can help you integrate Microsoft Dynamics CRM and Microsoft Dynamics GP?
Well, it can.
In fact, SharePoint has the potential to create a better Dynamics CRM system and a better GP system by connecting the systems exposing more roles to the information that they really need, enabling you to improve your business processes, according to Brett Pitstick, SharePoint Team Lead and Senior Consultant at Socius.
SharePoint integration: The basics
One of the most common ways that SharePoint can be integrated with Dynamics CRM is to improve document management. The out-of-the-box ability to store documents associated with CRM processes and entities is quite limited, without strong search and no version management or approval capabilities.
To get around those issues, Microsoft realized that all of those things could be done in SharePoint, so it built a connector to facilitate the process, Pitstick said.
"SharePoint can be used to do a lot of different things," Pitstick said. "From a CRM perspective, Microsoft provides out-of-the box functionality to look at SharePoint as the location to store your documents. Beyond that it has the ability to extend the capabilities of the approval process or automatically creating documents, so people within an organization are adhering to policies that the company puts into place," he said.
From the Dynamics GP perspective, there's already a lot of built-in SharePoint functionality via Business Portal, more so than the Dynamics CRM ...
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