Dynamics CRM has a very nice UI and seems to be very customizable. However, out of the box it is setup for very specific functionality. Microsoft SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions.
SharePoint integration with Microsoft Dynamics CRM enables you to:
![]() |
Create, upload, view, and delete documents on a server that is running SharePoint from within Microsoft Dynamics CRM. |
![]() |
Use the SharePoint document management abilities within Microsoft Dynamics CRM, such as checking the document in and out, viewing version history, and changing document properties. |
Websoft Solutions help Dynamics CRM customers to take advantage of the rich SharePoint Online document management functionality directly within the Microsoft Dynamics CRM application.