Microsoft Dynamics CRM and SharePoint 2013 Integration: Save on document versions with Shredded Storage

by Himanshu Sharma, Director of Marketing Communications, Trigent
published May 6, 2013

Integrating Microsoft Dynamics CRM and SharePoint enables organizations to use the document management capabilities of SharePoint from within Dynamics CRM. Users can store and manage documents in the context of a CRM record, and the best part about this integration  is it allows SharePoint users to leverage their existing framework to share, manage, and collaborate efficiently.  In this type of scenario, the documents are stored on a server that is running SharePoint, and it is imperative to understand and optimize server space and cost by managing document versions efficiently. And with SharePoint 2013, there are some critical improvements to the framework that make integration to Dynamics CRM and other solutions significantly more efficient.

...

Requires FREE Membership to View

Login
Become a Member Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more, and it’s all FREE. You’ll also receive periodic email newsletters with the latest relevant articles and content updates.
About Himanshu Sharma

Himanshu Sharma handles Marketing Communications at Trigent. His specific interest areas are collaboration tools, CRM, web analytics and search engine optimization. He helps clients with content management and collaboration solutions based on SharePoint technology.

Read full bio...