Ledgeview Partners Microsoft Dynamics 365 Tip

Microsoft Dynamics 365 is meant to be a one-stop-shop. It was created to be a place for marketing, sales, and customer service to thrive.

Looking at 2019 and beyond, Microsoft Dynamics 365 is ever-expanding its capabilities onto different job functions to make it even more powerful and effective for the user.

However, Microsoft Dynamics 365 was not meant to be a document management application, which is where SharePoint comes in, and the answers to your question begin to unravel.


SharePoint

When you’re wondering about why you should set up SharePoint in your Microsoft Dynamics 365 Organization, the answer is that SharePoint is built to be a document manager and is sized to handle large volumes of files/documents.

Common problems users may face when uploading files directly to Microsoft Dynamics 365 is reaching their Data Storage Limit. This is usually due to Attachments, which eat up your storage faster than anything you can possibly imagine.

It’s simply because Microsoft Dynamics 365 was sized to store data and Microsoft already had a well-established document management application. The solution is SharePoint integration.

SharePoint offers users the ability to:

  • Share simply and collaborate seamlessly
  • Access the same files from inside D365 and SharePoint
  • Harness collective knowledge using powerful search and intelligent ways to discover information, expertise, and insights
  • Engage and inform your organization
  • and more!

It complements Microsoft Dynamics 365 and supports it to make the combination of these applications a more whole, powerful ecosystem for the user.

By integrating these two systems, all of your information is put in one spot, making the application the one-stop-shop it was meant to be from the start. The robust capabilities will become clear very quickly when you begin to integrate SharePoint or OneNote with your Microsoft Dynamics 365 environment.

When you integrate these two, you can upload documents and create new documents that are stored in SharePoint directly on the entities you know and love on a daily basis in Microsoft Dynamics 365 (i.e. Accounts, Contacts, Leads).


OneNote

If you’ve ever been on a call with a Ledgeview Partners Support Consultant, you may have heard them jokingly refer to Microsoft OneNote as “Microsoft Word on steroids”. Funny as it may sound, there is some truth behind this statement!

Because OneNote has so much beefed up capability, it’s taken the business world by storm, and people are using it in a very large capacity. We see this happening across clients among different industries.

OneNote offers users the ability to:

  • Organize content across notebooks, sections, and pages
  • Highlight can’t-miss notes with Important and To-Do tags
  • Draw thoughts and annotate notes using a stylus or your finger
  • Record audio notes, insert online videos, and add files
  • Clip and save content with a single click using OneNote Web Clipper
  • Share notebooks with coworkers, friends, and family
  • and more!

This further exemplifies the principle and purpose of making Microsoft Dynamics 365 a one-stop-shop.

You may wonder: “I have OneNote Notebooks on my Accounts – Can I access those in Dynamics 365?” or “Can I create a OneNote Notebook for my customer directly in Microsoft Dynamics?”

The answer to both of these (great) questions is a resounding yes!

OneNote Notebooks can be uploaded to SharePoint through the SharePoint Integration and accessed for that Account.

The OneNote Integration automatically creates a new OneNote Notebook for each record.


Watch the demo to learn how to set up these integrations with your Microsoft Dynamics 365 environment.

Watch the Sept. 2019 Microsoft Dynamics 365/CRM User Group Webinar here.


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