Integrating CRM 2011 and SharePoint

Document collaboration has become an integral part of good Customer Relationship Management. SharePoint is increasingly used to collaborate on, update, and manage versions of sales presentations, collateral, Statement of Work templates, agreements, and service contracts.

Previously, for these kinds of documents to be included in CRM-enabled communications with customers, they had to be stored inside CRM — in addition to SharePoint. Alternatively, it was possible to pull certain parts of SharePoint into an iframe inside a CRM entity. But now with Microsoft CRM 2011, there is a native integration with SharePoint 2010 that allows SharePoint-stored documents to be easliy accessed and referenced from within the CRM application.

On February 15 at noon Eastern (9am Pacific), I will be giving a webcast to demonstrate these new features and give out 2 free online trial environments of CRM 2011 + SharePoint 2010.

Please join us by Registering for the webcast.


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