SharePoint Dynamics Integration

SharePoint Integration for Microsoft Dynamics

Perform quick and powerful business tasks from right inside of Microsoft Dynamics
KnowledgeLake surfaces SharePoint content to Dynamics applications to enable users to search, reference and archive documents in SharePoint without leaving familiar Dynamics screens.
Increase Productivity with Dynamics

Stay native and increase productivity

KnowledgeLake's SharePoint plugin enables instant access to any document the moment it is needed within your native application – improving productivity and customer satisfaction. The full suite of Dynamics ERP and CRM applications are supported, including: CRM Online, CRM On-Premise, Dynamics AX, Dynamics GP, Dynamics NAV and Dynamics SL.
Centralize on SharePoint

Centralize and share

Use SharePoint as a core repository for all your organization's content instead of information silos, to store information once and use it in many areas. Share the same content between various Dynamics applications and departments. For example: Capture a client invoice within ERP, retrieve it from SharePoint CRM customer record.

Why choose SharePoint for your ECM platform?

Business benefits

  • Users retrieve and view documents directly from the Dynamics application, keeping focus on the current work environment and minimizing distractions, improving response time and customer satisfaction.
  • Increased productivity through quicker access to documents; meaning faster processing and routing of applications, invoices, approvals, and workflow completion.
  • High adoption rate because users continue to work with familiar Dynamics screens versus learning a new user interface.
  • Take advantage of your SharePoint investment without having to train your organization how to use SharePoint.
  • Utilize SharePoint for other document management functionality including Collaboration, Records Management, Compliance, Business Intelligence and Workflow.
  • - See more at: http://www.knowledgelake.com/solutions/technology-solutions/Pages/knowle...
  • Users retrieve and view documents directly from the Dynamics application, keeping focus on the current work environment and minimizing distractions, improving response time and customer satisfaction.
  • Increased productivity through quicker access to documents; meaning faster processing and routing of applications, invoices, approvals, and workflow completion.
  • High adoption rate because users continue to work with familiar Dynamics screens versus learning a new user interface.
  • Take advantage of your SharePoint investment without having to train your organization how to use SharePoint.
  • Utilize SharePoint for other document management functionality including Collaboration, Records Management, Compliance, Business Intelligence and Workflow.
  • - See more at: http://www.knowledgelake.com/solutions/technology-solutions/Pages/knowle...
  • Users retrieve and view documents directly from the Dynamics application, keeping focus on the current work environment and minimizing distractions, improving response time and customer satisfaction.
  • Increased productivity through quicker access to documents; meaning faster processing and routing of applications, invoices, approvals, and workflow completion.
  • High adoption rate because users continue to work with familiar Dynamics screens versus learning a new user interface.
  • Take advantage of your SharePoint investment without having to train your organization how to use SharePoint.
  • Utilize SharePoint for other document management functionality including Collaboration, Records Management, Compliance, Business Intelligence and Workflow.

 

Key features

  • One click “Capture and Index” to SharePoint for paper, electronic files and emails/attachments.
  • Search and retrieve unstructured content from SharePoint with one click of a button embedded in your Dynamics application.
  • The KnowledgeLake solution is context-aware; the action buttons only display when integrations are available within your business application (e.g. per-screen or per-tab).
  • Packaged integration templates provided for scanning, searching and viewing SharePoint content from any Dynamics screen.

Ready to experience seamless Microsoft Dynamics integration?

Contact us today

A few weeks after the upgrade an external audit was performed, and our controller reported that the auditors were very pleased with the new system. That bolsters our decision to integrate the solution with Dynamics SL using KnowledgeLake Unify for SharePoint. Our finance and accounting department has been really excited by the capabilities that are provided with the new solution.
Jeff Rhein
Director of Information Technologies