Synergy of Business and Technology Alba Spectrum Corporation USA/Canada: , , Europe: , , Mexico: , Brazil: , skype: Microsoft CRM Integration & Customization: SharePoint Document Gateway Demonstration Scenario
Scenario #1: Note Attachment synchronization For this example is used a regular account record:
Scenario #1: Note Attachment synchronization A note is created to the Account record and a document is attached to the note
Scenario #1: Note Attachment synchronization Automatically this document is synchronized to SharePoint’s document library for this type of file:
Scenario #2: Sales Literature Document synchronization In this scenario is used a Sales Literature record.
Scenario #2: Sales Literature Document synchronization In this scenario is used a Sales Literature record.
Scenario #2: Sales Literature Document synchronization A document is added to this with a Microsoft Word document attached to it.
Scenario #2: Sales Literature Document synchronization A document is added to this with a Microsoft Word document attached to it.
Scenario #2: Sales Literature Document synchronization Automatically this document is synchronized to SharePoint’s document library for this Sales Literature: