How Microsoft Dynamics 365 and SharePoint Integrate to Drive Efficiency and Collaboration

We joined our friends from Information EXP to explore how Microsoft Dynamics 365 and SharePoint come together to produce better outcomes for your client, helping your Sales and Delivery Teams focus on valuable work and not crafting “copy and paste” proposals.

In this video, we take you through a practical demonstration of how the two technologies integrate to enable better collaboration within your organisation and with your client. Our experts answer questions such as:

  • Why SharePoint? Why Dynamics?
  • Why does bringing SharePoint and Dynamics together create a superpower solution?

What you’ll learn:

  • How to quickly generate custom contracts based on the information you already have in CRM
  • How to bring in experts to complete the proposals
  • How to use workflow to approve and protect documents once complete

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