Sep 18 2009
Altriva CRM to SharePoint Site Creation and Clients List Integration
My buddy Will Schindler and I came up with a neat integration between CRM and SharePoint that has big a huge win internally. Hopefully this blog post will inspire similar solutions for your environment.
Summary: Here at Altriva, like many other organizations, we use CRM for many of our core business processes and use SharePoint for our intranet, document management, and enterprise search. With these two platforms being vital to many of our overall processes we have integrated the two applications. Having also solved this problem for many of our clients, we know how common it is for organizations to use CRM and SharePoint in similar capacities. As a result we felt it would be valuable to share our insight and integration approach.
Read more: http://www.altriva.com/AltrivaBlog/PostID/17.aspx