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[Video] Connect Customers and Their Information with CRM + SharePoint
Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365 (CRM) and SharePoint. In this video… Discover how you can store and manage documents in SharePoint—providing external users access to collaborate on the documents  View documents within the context of a record in Microsoft Dynamics 365  Explore rich features such as enterprise search, custom folder hierarchy, and auto site provisioning. As your local Microsoft Partner, FMT Consultants can help you combine the customer management capabilities in CRM and the information management capacity of SharePoint. You’ll gain a complete view of your customers and their business documents, without having to jump between systems.
3 Document Management Mistakes Every New SharePoint User Makes
If you are new to Microsoft SharePoint Online, or are considering implementing SharePoint Online, resist the following common mistakes: Creating a File Share on SharePoint Placing everything in SharePoint Thinking of SharePoint only as a document management tool File Share Pains For many, the reality of document or file management is a nested folder hierarchy on a local File Share. While initially this structure works well enough, as many have discovered it becomes a less than optimum option as folder designs grow. Typical problems inherent in this approach include: Broken access permissions No governance on folder creation nomenclature Extremely slow and unreliable search capabilities Limited document collaboration with nested folders Inconsistent or non-existent document versioning All of the above problems can contribute to poor network performance with multiple versions of documents clogging email servers and bloated network storage containing duplicate documents. Without manually inspecting similar documents, the default reaction is […]
Everything You Need to Know About Durable Links in SharePoint 2016
Durable Links in SharePoint allow users to open a document in WOPI (Web Application Open Platform Interface Protocol) using unique resource IDs that are assigned to each document. This allows users to rename or move their documents to new places without worrying about breaking the various links referring to the document. Durable links are a great feature which allows the improvement of SEO and search based indexing to remain functional for documents even after they are renamed or moved to another document library.  Not only does this feature allow us to manage documents easily, but it also ensures that other services, whether it’s SharePoint or a 3rd party solution, continue to work seamlessly. Causes for broken links can be any of the following: Forgetting to change internal links while moving or renaming a web page. Failing to update references to a SharePoint library or list after moving documents. Restructuring libraries […]
DocLink Takes Your Business Paperless Any Way and Anywhere
Do these situations sound familiar to you? Too much paper, convoluted access to documents, and/or no control over day-to-day processes and time? The concept of business productivity can become a reality by adopting a document management initiative and automating age-old paper practices. This video will educate you about integrated document management and the ROI of this automation tactic. Adopt Certified for Microsoft Dynamics (CfMD) solution DocLink in any department, with any process, and anywhere to: Topics include: Scan and route documents Create alerts Customize forms Automate workflows Access files from any device
Planning Document Management in SharePoint 2013
Microsoft SharePoint 2013 enables organizations to build a document management solution specifically tailored to their organizational needs, and to better manage the life cycle of their documents. To make sure that this solution is both practical and at the same time comprehensive, a fair amount of planning needs to take place before the solution is built. This article describes how to plan an effective Microsoft SharePoint 2013 based document management solution. The document management planning process consists of the following major steps: Identify Users The first step is to identify the users of an organization who interact with documents on a routinely basis. To identify these users, a comprehensive survey should be conducted to determine who creates documents and what types of documents they create. Furthermore, the survey should determine what roles the various users of a document have. These roles describe who creates documents, who reviews the documents, who […]
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