Published On May 15, 2018
We’ve all heard the spiel: SharePoint for document management and collaboration. But what about our sales and customer data? Should it be in SharePoint or Dynamics 365? What if we already have a bustling CRM system and want to utilize it from SharePoint?
Join the Joy of SharePoint as we welcome our partner InnerJoin to discuss:
-How documents are managed in Dynamics 365.
-How documents are stored by Dynamics 365 in SharePoint.
-How to access documents in CRM & SharePoint.
-SharePoint Folder Structure options.
-One Note, CRM & SharePoint.
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