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.