How do I connect Microsoft SharePoint and Dynamics CRM?
- How do I automatically create a SharePoint website out of account , opportunity or campaign in Dynamics CRM?
- How do I create demand driven SharePoint libraries, - websites etc. for entities in Dynamics CRM?
- How do I synchronize account data from Dynamics CRM as list entries in SharePoint?
Unfortunately, the standard integration provides only a few features to connect SharePoint with Dynamics CRM: Dynamic URLs could be generated and a document management as list is available. This is all the standard integration features. But the solution CRM SharePoint Integrator from ProTechnology offers many benefits, as you see in the product matrix below. Document libraries, standard lists, custom lists (based on templates), team sites, and a lot more is possible to create out of every entity in Dynamics CRM.
For the configuration you will get an own entity in Dynamics CRM. This means your global CRM admin can easily determine in which entity and based on which event a SharePoint feature is necessary. The solution supports as well the online versions of SharePoint und Dynamics CRM.
How can the standard SharePoint integration be extended?
The standard integration can be extended with all features you see in the product matrix below. Or you are using the Iframe functionality to look into your SharePoint. This Iframe provides the whole SharePoint tool list like download a copy, edit properties, use embedded search etc.
Which SharePoint apps and functions are integrated in Dynamics CRM?
Our product matrix (below) and our use cases here describe in detail which SharePoint items can be configured in Dynamics CRM: default lists, document libraries, custom lists / pages , team pages, folders, custom list entries with configurable field mapping, OneNote notebooks etc. Currently ProTechnology is working to integrate OneNote sections/pages, Word or Excel documents and taxonomy entries with hierarchy.