Microsoft (MS) CRM SharePoint Integration, SRG Networks, Houston, Texas
Microsoft CRM SharePoint Integration Experts - SRG Networks, Houston, Texas
MS CRM Dashboard on SharePoint Server MS CRM 3.0 can be integrated with SharePoint Server (MOSS 2007) or Windows SharePoint Services (WSS 3.0) in order to create CRM Dashboard on your corporate portal. This helps your user quickly view important CRM information from their SharePoint Server. IN simple terms, SharePoint MS CRM integration works in a way that it exposes a WebPart on your SharePoint MySite containing required information from your corporate Microsoft CRM (Customer Relationship Management) application. You can configure this WebPart to show any type of information from your CRM system such as preferred list of opportunities, contacts, accounts, projects, invoices, quotes, and competitor’s list. It is basically a read-only data connection to your CRM data store (SQL Server Database) that brings useful business information from Database views using your SharePoint Authentication. SRG professionals help you gaining the advantage of Microsoft Dynamics CRM and SharePoint integration and leverage upon latest integration technologies to make critical business information at your fingertip. Attach SharePoint Document Library with MS CRM Entity SharePoint can be used to store documents associated with individual MS CRM entity record such as CRM opportunity, account, customer contact, project, invoice or a quote. MS CRM SharePoint can be integrated using CRM callouts or workflow to create document library for new opportunoty creation. Opportunity owner can upload multiple documents within SharePoint documen library attached with Opportunity for management reporting or SOX (Sarbanes-Oxley) documentation purpose. This integration capabilities exposes numerous options to leverage upon your SharePoint capabilities that can be integrated with your MS CRM application. More information about Microsoft Dynamics CRM can be obtained from Microsoft's website. |
