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SharePoint Integration for Microsoft Dynamics
SharePoint Integration with Dynamics CRM

KnowledgeLake surfaces SharePoint content to Dynamics applications to enable users to search, reference and archive documents in SharePoint without leaving familiar Dynamics screens.

Stay Native & Increase Productivity
Gain instant access to any document the moment it is needed within your native application – improving productivity and customer satisfaction.
Centralize & Share
Use SharePoint as a core repository for all your organizations content instead of information silos, to store information once and use it in many areas. Share the same content between various Dynamics applications and departments. For example: Capture a client invoice within ERP, retrieve it from CRM customer record.
DEMO > Scan To and Search SharePoint from Dynamics AX

Business Benefits

  • Users retrieve and view documents directly from the Dynamics application, keeping focus on the current work environment and minimizing distractions, improving response time and customer satisfaction.
  • Increased productivity through quicker access to documents; meaning faster processing and routing of applications, invoices, approvals, and workflow completion.
  • High adoption rate because users continue to work with familiar Dynamics screens versus learning a new user interface.
  • Take advantage of your SharePoint investment without having to train your organization how to use SharePoint.
  • Utilize SharePoint for other document management functionality including Collaboration, Records Management, Compliance, Business Intelligence and Workflow.

Key Features

  • One click “Capture and Index” to SharePoint for paper, electronic files and emails/attachments.
  • Search and retrieve unstructured content from SharePoint with one click of a button embedded in your Dynamics application.
  • The KnowledgeLake solution is context-aware; the action buttons only display when integrations are available within your business application (e.g. per-screen or per-tab).
  • Packaged integration templates provided for scanning, searching and viewing SharePoint content from any Dynamics screen.

Next Steps

 

 Supporting All Versions

 

KnowledgeLake supports the full suite of Dynamics ERP and CRM applications

  • CRM Online
  • CRM On-Premise
  • Dynamics AX
  • Dynamics GP
  • Dynamics NAV
  • Dynamics SL

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