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Collaborate More Effectively With Dynamics SL & SharePoint Server Part 2

December 1, 2014 8:09 am Published by

In our last entry, we talked about how you can make your internal communication process more efficient with Microsoft Dynamics SL and Microsoft SharePoint Server. Microsoft Dynamics SL is the project-focused business management solution designed specifically for project-driven organizations, and SharePoint is a platform for intranet, content management, and document management. You can easily create a SharePoint site to share project information and reports with all users that have the appropriate permissions.

But in addition to the functionality for a user to manually choose reports to send to a SharePoint site, some Microsoft Dynamics SL tasks, such as project invoicing, can be configured to automatically send files to a SharePoint site. If, for example, you want to send your invoice documents to a SharePoint site, you can choose a folder on that site, and easily set the invoice documents you want to share to be automatically sent to that folder on that site.

If the documents your team members are working on are stored in document libraries on individual personal computers, making them hard to share and sometimes to locate, you can save a lot of time for everyone by storing such documents on a SharePoint site. For example, when a new Statement of Work is being developed for a project, it can be stored on a SharePoint site to make it available for sharing and collaborating. Your team can then more easily work together on the Statement of Work.

By using Microsoft Dynamics SL and Microsoft SharePoint Server, your team can share information automatically, so they can work without interruption, and spend more time focusing on customers’ needs.

About MIG & Co.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.

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