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)
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