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Thursday 19 October 2017
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Benefits of Integrating SharePoint With Microsoft Dynamics CRM

Many organizations have not identified the need to integrate Microsoft Dynamics CRM and SharePoint. The only reason for this is that they don’t know the business benefits of integrating SharePoint and Microsoft Dynamics CRM.

There are numerous benefits your business can enjoy by hiring SharePoint integration consultants to help you to integrate SharePoint and Microsoft Dynamics CRM for your enterprise.

You can easily access the files you have stored in CRM through Microsoft SharePoint platform without having to pay additional CRM licenses. There are numerous benefits of integrating SharePoint with Microsoft Dynamics CRM. These include:

Performance over other options

In many scenarios, IT experts use an HTML IFrame rooted in a CRM Form. When the IFrame is used, a SharePoint URL is normally provided, and the CRM Form directly displays the SharePoint document library. This is a solution; however, it has many challenges.   

It can have an adverse impact on the performance. Microsoft Dynamics CRM can be fastidious incase IFrame URLs go cross-domain. However, you cannot find these issues in OOB integration as it doesn’t affect performance.

Businesses use SharePoint and Microsoft Dynamics CRM differently, and they have different expectations for these platforms. Implementing these two platforms can ensure that a business enjoys the ultimate benefits from the two platforms.

Improved security

Integrating SharePoint and Microsoft Dynamics CRM enables users to use one platform to access their documents and edit them in the same platform. In some cases, non-CRM users are allowed to access documents stored in SharePoint.

However, they are required to have adequate rights and the necessary authorization for this. Users without the necessary authorizations cannot access these documents by any means.
Improved document management

Many organizations use SharePoint for document management in some capacity. Most of the documents contain particular contacts, accounts or other business entities which require to be tracked.

At times, Microsoft Dynamics CRM is used to monitor these entities in addition to Microsoft SharePoint. Integrating SharePoint and Microsoft Dynamics CRM handles the management of such documents.  

Easy access

Users can access documents stored in SharePoint with ease and very quickly since they are not required to switch applications for that purpose. A good example of this is the customer service section of the accounts module of the sales management.

The finance department can decide to add account details to the related document in SharePoint. Any user seeking this information can easily access and collaborate it.

Out of the box customizations

Documents can be transferred from the Microsoft Dynamics CRM to a public domain out of the box. This is very helpful, especially in the customer service department.

Website customizations can be done here with the aim of delivering personalized contents to customers. The customers can be granted access to specific product-related information.

Better customer coverage and return on investment

SharePoint is a tool many users need for data integration and collaboration. This gives you the opportunity to provide better services to your customers in a more effective manner. By giving your customers relevant information, you can expect better ROI.

Inter-Entity linking

Dynamics CRM can allow documents like marketing campaigns, opportunities or case studies to be linked with other entities. The entities which can benefit from SharePoint and Dynamics integration include:

  • Quotes – third parties can refer to SharePoint before modifying or appending specified price lists.
  • Products – you can view or add product-related information when attending to a customer’s request. This information can include licensing and pamphlets that can assist you to create more opportunities or services requested by customers based on their interest.
  • Marketing campaigns – you can use SharePoint as a one-stop shop for all your targeted products and special offers.
  • Documents – you can easily add documents related to the opportunity by specifying the URL of an existing SharePoint folder.
  • Sales literature – customers can get information related to your products and frequently asked questions.


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