The Power of Dynamics CRM and SharePoint Together for Customer Service Organizations (Recorded Webcast)
Document management is an essential part of most customer service organizations. Today, users demand the flexibility of version control, workflow, and document tracking while performing day-to-day activities with their clients. Many organizations use both SharePoint and Dynamics CRM but, for one reason or another, operate these systems independently.
In this presentation we review the benefits, demonstrate the integration points, and showcase some success stories we have created with our clients using CRM and SharePoint. If you are well-versed in SharePoint but are curious how it could be used to enhance your CRM system, then this session is for you.