SharePoint Integration

Integrate SharePoint document libraries with Microsoft Dynamics CRM

SharePoint Integration SharePoint Integration

Integrate SharePoint document libraries with Microsoft Dynamics CRM

Start situation

Documents can be attached to entities of Microsoft Dynamics CRM. These are not comprehensive document management functionalities as are offered by Microsoft Office SharePoint Server (MOSS) and Microsoft Windows SharePoint Services (WSS).

Uses

Combine the advantages of the CRM solution Microsoft Dynamics CRM and the documentation management functionalities of MOSS or WSS. Make SharePoint document libraries accessible with a single click directly from companies, contacts and sales opportunities.

Solution

The add-on supports the customer-centric storage of documents in Microsoft Windows SharePoint Services (WSS) and Microsoft Office SharePoint Server (MOSS). New SharePoint libraries or sub-folders (depending on the configuration) are generated automatically while creating new CRM datasets.

Additional Information

No documents available

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

Download & test Sales contact
Prices

AddOn SharePointIntegration
Server license < 51 User 1900 CHF
Server license < 101 User 2850 CHF
Server license < 201 User 3800 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 4.1.0
Date of publication 24.03.2009
Language * DE / EN

* Additional languages can be provided on request