Microsoft Dynamics CRM and SharePoint: Better Together

Microsoft Dynamics 365 (CRM) and Microsoft SharePoint are powerful enterprise systems that share quite a few similarities. Both are built on the Windows SQL Server and are great to integrate with other Microsoft business applications such as Outlook and Lync. Many times, however, companies try to pick one over the other. In reality, they complement one another and should be deployed concurrently. The fact of the matter is this: they really are better together.

Microsoft SharePoint specializes in organizing information that is otherwise unstructured, but should be shared and used for collaboration. SharePoint is compatible with intranets and extranets, and when deployed, supports document management, content management, project management and some sales and marketing collateral management. The scope of SharePoint processes seems wide, but is truly specialized and serious short-comings arise if used incorrectly. First off, if you have more than 5,000 data records in your system and have more than 2 systemic relationships with SharePoint, chances are you have outgrown the product and are using it inefficiently. One of the largest integration tools for SharePoint, InfoPath, is going away, making it even more difficult to integrate to outside systems. In order to do this, you would have to spend a fortune on a 3rd party application that only truly solves one problem. Why do this when you could spend the money and fix all of your business challenges at one time?

This is where Dynamics CRM comes into play.  At its core, Dynamics CRM excels at managing business processes that are repeatable and data that is structured. Sales teams are able to track leads and opportunities through the entire sales funnel. Customer information is easily accessible, and marketing teams can use this for campaigns and programs all coordinated in CRM. Its relationship to SharePoint is very complementary. SharePoint, when used as an extension to Dynamics CRM, supports the collaborative aspect of business in regards to colleagues and customers with project management visibility, document management, and pre-sales and sales collateral.

Attempting to build your entire enterprise system and accomplishing every task your organization needs on top of SharePoint is a problem waiting to happen. However, use it in conjunction with Dynamics CRM for what it should be truly used, and you have yourself a well-oiled enterprise system. If you have questions about Microsoft Dynamics CRM or SharePoint, contact BroadPoint, the Mid-Atlantic’s largest Gold Certified Dynamics CRM and ERP provider, to discuss your needs.

CRMLee Raesly