CRM-SharePoint Connector enables users to better manage documents connected to any CRM entity (Account, Lead, Product etc.). Enhanced SharePoint-based document management capabilities - now ready for Dynamics CRM 4.0!
These document management capabilities relay on Microsoft SharePoint Services, and provide CRM users with the ability to:
- Create document libraries and folders
- Save documents connected to any CRM entity
- Search for documents
- Expose documents to users who are NOT CRM users (and do not have CRM client license)
How it works:
KWizCom CRM-SharePoint Connector automatically creates a SharePoint site for a CRM entity (for example: A site for every account, where you can store all documents, contracts related to each account). The CRM-SharePoint Connector includes a configuration utility that enables an administrator to configure various settings of the CRMSharePoint connection:
- The CRM entities for which to create a SharePoint site
- Where to create the sites (WSS site collection)
- Site creation trigger
- The WSS site pages that should be displayed inside the CRM interface
Features:
- CRM enhanced knowledge management features, based on widespread SharePoint technology
- Enable CRM users and non CRM users share the same documents
- Provide an API for SharePoint site creation that can be used for any other purpose
- No client installation needed - easy & fast deployment
- Multi-lingual (standard for all KWizCom components)