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SharePoint & CRM: Better Together CRM Field Guide Chapter 15

It is week 15 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 37 page SharePoint & CRM: Better Together chapter.

This chapter covers not only the integration between CRM and SharePoint but it digs into the differences and the similarities between the two as it relates to customer relationship and document management. Many times I have been asked by current SharePoint users to just implement CRM using SharePoint. And while SP can do some of the things that CRM does it neither does them completely or very well. And the reverse is true to that CRM shouldn’t be confused with document management. It is kind of like that old saying ‘ yes you can use a hammer to drive a screw but you would be much better off using a screwdriver’.

The key benefit of the integration is Document Management.
SharePoint Document Management

SharePoint Document Management

The Author highlights and explains the relative strengths of each application and how they map to an organization building a customer relationship management strategy.
Relative Strengths of CRM vs Sharepoint

Relative Strengths of CRM vs Sharepoint

And the balance of the chapter walks you through the setup and configuration options for the integration. It also covers methods for retrieving information and visualizations from SharePoint and displaying them in CRM.
CRM SharePoint Integration Configuration

CRM SharePoint Integration Configuration

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