Streamline Document Tracking

Written By: Marcel Chabot

from February 28, 2012

Streamline Document Tracking – With New Out-of-the-Box CRM 2011 Integration with SharePoint 2010

…A lead is turned into a sales opportunity, has an RFP response, a pricing chart specific to the client, and notes from the meeting… Documents are a part of doing business! At times, these documents can be difficult to organize because of the sheer quantity. Keeping track of these vital documents and ensuring the version being worked on is the correct version is manageable with Microsoft SharePoint.

A document library in Microsoft SharePoint can be created within Microsoft Dynamics CRM 2011 for any entity.

Microsoft SharePoint improves document management and streamlines tracking of particular documents to the correct projects. The “check in and check out” options help teams collaborate on documents without the chance of someone overwriting the changes made. Users “check out” a document and Microsoft SharePoint makes it “read only” for other users. It also provides versioning options that allow a document to revert back to an old version if needed.

Bridging the CRM Gap
Microsoft Dynamics CRM 2011 integrates with Microsoft SharePoint out of the box. In previous versions, the developer would need to implement this feature. Now, this seamless integration can be set up by a CRM administrator. With this feature, a document library in Microsoft SharePoint can be created within Microsoft Dynamics CRM 2011 for any entity – whether it is an Opportunity, Account, Lead, or Marketing activity. It can even be set to automatically create a document library depending on the stage of the account.

Teams collaborate on documents without the chance of someone overwriting the changes made.

Microsoft SharePoint is usually accessible through a URL. With this powerful integration, everything can be seen right within Microsoft Dynamics CRM 2011. Users that do not use Microsoft Dynamics CRM 2011 can still access the same documentation through a URL – making it the best of both worlds! And, Microsoft Windows server operating systems typically include Microsoft SharePoint, so users already have document management in place.

The user interface of this integration is extremely intuitive and user friendly. Connecting directly to Microsoft Dynamics CRM 2011 information, the document library essentially mimics the look of Microsoft Dynamics CRM 2011. Microsoft SharePoint and Microsoft Dynamics CRM 2011 enable teams to work effectively, work efficiently, and have access to the right documents at any time.