Harmony: Microsoft SharePoint and CRM

We have combined the powerful features of SharePoint with CRM to provide an enterprise class knowledge management solution. Utilising the natural features of CRM such as contact and account management we have built a user management solution into CRM that invokes a self-service feature on any externally-facing website that runs Windows SharePoint Services. This feature, enabled through a highly secure infrastructure, enables active customer participation in your business processes. The result: less cost in client and supplier relationship management.

SharePoint integrated with CRM can be used to further enhance business processes through team collaboration, knowledge sharing and performance management over customer information and provide an enterprise search across customer data.

	Document Management  GAIN ACCESS TO VITAL DOCUMENTS INSTANTLY Integrating Dynamics CRM and SharePoint allows documents to be accessed directly from with the CRM application allowing customer-facing staff to access key customer information instantly: no more searching for related documents in the customer filing cabinet or folder structure.
	Knowledge Management  DISSEMINATE INFORMATION QUICKLY A key challenge for many organisations is providing relevant and timely information to the people who need it most in a consistent and unified manner. Emailing this intelligence concerning customer or market conditions results in information overload for staff and the information loses value as it becomes 'noise' to the recipients.
	Performance Management  DASHBOARDS, SCORECARDS and KPIS Integrating Sharepoint and CRM provides individual, management and executive summary over customer information including sales dashboards, team performance scorecards, and business key performance metrics. SharePoint enables a high-level view of the corporate information to be displayed in a secure web page that can be configured on an individual or team basis and allows drill-through capability into the underlying raw data.