The cleversoft SharePoint Integration enhances the standard SharePoint integration in Microsoft Dynamics CRM by adding advanced document management features and flexible configuration options. It enables organizations to manage customer documents directly from within their CRM, ensuring that all relevant files are accessible, secure, and organized according to business needs. The solution automates the creation of customer and contract folders, synchronizes CRM and SharePoint security models, and allows for dynamic folder management based on business rules and entity attributes.

Key Features

Document Management Integration

• Enables direct storage and access of documents from within CRM records.
• Automatically creates customer and contract folders in SharePoint.
• Allows configuration for single or multiple contract folders per customer.

Security and Permissions

• Transfers CRM record owner rights to SharePoint for consistent access control.
• Ensures only authorized users can view or edit documents in SharePoint.
• Supports additional SharePoint-specific permissions.

Customizable Folder Structure

• Configurable folder and subfolder creation for each new customer.
• Automatic updates to folder names based on CRM attribute changes (e.g., customer name).
• Dynamic document and folder movement based on defined business rules.

Flexible Configuration

• Settings managed directly through CRM for ease of use.
• Adaptable to both standard and custom CRM entities.
• Supports automatic folder creation and updates as business needs evolve.

Benefits

Improved Efficiency

• Streamlines document management by integrating CRM and SharePoint.
• Reduces manual effort for filing and organizing customer documents.

Enhanced Security

• Maintains consistent access control between CRM and SharePoint.
• Minimizes risk of unauthorized access to sensitive documents.

Customization and Adaptability

• Supports tailored folder structures and naming conventions.
• Easily adapts to changing business requirements and compliance needs.