What document management system challenges does your business face?
One of the most powerful features of Dynamics 365 is its integration with SharePoint for effective, version controlled, document management.
Gone are the days of manually managing a folder structure on your network, creating folders for customers and spending vast amounts of time navigating file paths and saving documents in the right place…only to find your users can never find them! Let CRM and SharePoint do the hard work for you, freeing up time for you to focus on the all important content of those documents.
How we can help you achieve effective document management with Dynamics 365 and SharePoint
Release your time spent manually creating and managing folder structures for documents on your network and instead use this time more effectively by creating value for your customers. CRM will automatically do this for you in a logical and consistent way.
We’ll implement SharePoint integration in your CRM so you can benefit from this powerful tool and benefit from document storage that works for your business instead of against it. Microsoft Office Online also provides the ability for remote users to collaborate on documents with colleagues whether writing proposals (Word Online), creating quotes (Excel Online) or preparing presentations (PowerPoint Online).
The next steps to effective document management
If you want to enjoy the benefits of SharePoint document management within Dynamics 365, please contact us for further details.