Dynamic CRM or Sharepoint? RRS feed

  • Question

  • Need some feedback. We are currently using Dynamic CRM 2011 to basically store information on the employees of our clients. We have several clients with several employees. Basically I wanted to know if we would be better served by using Sharepoint. The information that is in the CRM is accessed by our CSRs whenever a customer calls in. Sometimes the CSRs will add notes or even files if need be. We also run several different reports to keep track of the information.  So which would (likely) be the best solution, CRM or Sharepoint? Thanks!

    Thursday, July 10, 2014 3:11 PM

All replies

  • Hi,

    I my opinion, I would say CRM would be a better solution, since it's built to handle cases like yours. You can easily store data relating to your clients and employees of your clients. It can easily derive reports out of the customer data that you have. However, for documents I would suggest using SharePoint. If it's a lot of documents that you manage, you can have both CRM and SharePoint and the integration is pretty simple and comes OOB. If the number of documents are less, you might as well use the Notes (Attachments) of CRM. To wrap it up, CRM is for Customer data whereas SharePoint is a document repository.

    Admin QuikView Solution for CRM 2013

    Friday, July 11, 2014 6:47 AM
  • Thanks for the response. You had replied to a previous post (HERE) that is kind of part of this question. Would you mind revisiting it and looking at my response? Or could you possibly tell me where I might find information on best practices for creating CRM solutions?
    Friday, July 11, 2014 2:20 PM
  • Hi naysrax,

    I have responded to your other thread. Hope it helps.

    Admin QuikView Solution for CRM 2013

    Monday, July 14, 2014 12:17 PM