Overview

Enhanced SharePoint-based document management capabilities - now ready for Dynamics CRM 4.0!

KWizCom CRM-SharePoint Connector enables users to better manage documents connected to any CRM entity (Account, Lead, Product etc.).
These document management capabilities relay on Microsoft SharePoint Services, and provide CRM users with the ability to:

• Create document libraries and folders
• Save documents connected to any CRM entity
• Search for documents
• Expose documents to users who are NOT CRM users (and do not have CRM client license)

So, how does it work?

KWizCom CRM-SharePoint Connector automatically creates a SharePoint site for a CRM entity (for example: A site for every account, where you can store all documents, contracts related to each account).
The CRM-SharePoint Connector includes a configuration utility that enables an administrator to configure various settings of the CRM-SharePoint connection:

• The CRM entities for which to create a SharePoint site
• Where to create the site (WSS site collection)
• Site creation event
• Which WSS site pages should be displayed inside the CRM interface

Key Features