Sharepoint user adoption

Three solutions to kick-start SharePoint user adoption and boost document compliance

Raub Murray Products and Solutions Leave a Comment

Do you store documents and collaborate in SharePoint? Then check out three powerful solutions boosting SharePoint user adoption; Dynamics365, and Office365 capabilities.

O365 skyrocketing, SharePoint capabilities growing

Microsoft has been listening to customer demands for better out-of-the-box capabilities of SharePoint both on-premises and Online. Maybe that’s one of the reasons behind these recent stats: “Office 365 service now has more than 135 commercial active users and 30.6 million consumer subscribers. Office 365 is enjoying torrid growth, with commercial revenue jumping 42% in the third quarter.”

Organizations are moving to Dynamics365 and O365 and the cash is piling up for Microsoft from their cloud offerings, including Azure, Dynamics 365 and O365. And that’s a good thing for the vast customer and partner environment across the world.

Meanwhile, migrating from SharePoint Server to SharePoint Online is also part of of the current trend. Microsoft even announced a 20x increase in SharePoint Online per user storage as of July 2018. And, as the author states, “More than 350,000 organizations now have SharePoint and the data they are storing over doubled last year alone.”

However, many organizations, companies, and public sector entities, decide to keep using on-premises SharePoint (2013,2016) due to compliance requirements, or simply to store documents on their own servers.

In turn, their internal IT environment often consists of the excellent suite of Office 365 applications alongside Dynamics 365 (CRM), integrated with SharePoint on-premises – aka hybrid implementation.

This setup proves extremely effective for multiple reasons, one of which is how easy it is to store Dynamics 365 (CRM) documents in SharePoint

But many people don’t want to work in SharePoint

Yes, we hear this often. But maybe it’s time to take another look at some of the solutions you can create with SharePoint. The possibilities to use SharePoint and bring synergy to your business processes are seemingly endless and continously expanding.

Moreover, you should also know that there’s a growing number of applications extending the integrated world of Dynamics 365 (CRM), SharePoint 2016 and Office 365 (SharePoint Online).

So, if you’re looking for solutions to get your teams working in SharePoint — saving time and boosting productivity — you’re in the right place.

Such solutions are our forte. So read on!

Answering the call for better SharePoint user adoption

We’ve answered the call for greater SharePoint user adoption. Our top developers spent over nine months creating a world-class solution in a complex environment. The outcome — a unique solution adaptable to your company’s needs.

Bi-directional synchronization of Exchange / Outlook with SharePoint calendars, tasks, contacts and emails is now a reality with CB SharePoint Exchange Sync. The solution supports SharePoint 2013, 2016, or Online (O365) as well as Exchange Server 2010, 2013, 2016 or Online (O365).

It’s a solution to transform your internal processes and collaboration across business units, teams, and even between managers and colleagues. We recently gave a webinar showing many of the capabilities and possible scenarios covered by this synchronization solution. You can check it out here.

CB SharePoint Exchange Sync features server to server integration. This means it doesn’t matter which device you’re using to work in your Outlook or SharePoint. Everything is synchronized at the server level so everyone can stay up-to-date. This is especially important when people are working outside of the office, in the field or even just managing tasks and calendars during their daily commute.

Synchronizing calendars, tasks, contacts, emails

With bi-directional synchronization of Outlook and SharePoint, you may be pleasantly surprised with the window of capabilities opened by this innovative solution. Moreover, that term you may have heard — SharePoint user adoption — well this is a practical solution to get you there. So why not ask your IT admins what they think about CB SharePoint Exchange Sync?

Your IT admin could have the solution running in a matter of hours. The setup and configuration is straightforward, and our team is here to support you.

Your dashboard or cockpit for collaboration, can now be both in SharePoint and Outlook. Leave it to your teams to optimize accordingly; you need only introduce the service to be the latest productivity hero!

At this point I could go on elaborating on all the benefits such a synchronization service provides.

But if you’re at all intrigued, I do urge you to talk with one of my highly-skilled colleagues about a free demo or trial installation. Ask them anything to decide how this solution can help you reach your business objectives.

Here’s a short video highlighting the main features of CB SharePoint Exchange Sync.

Moving CRM documents to SharePoint, ensuring compliance

When it comes to compliance, companies have constant, unique issues to consider. That’s why many opt for hybrid SharePoint implementation. But how does it work?

The hybrid SharePoint environment allows your cloud-based CRM and other cloud applications to remain in place, while self-hosted SharePoint takes care of pertinent document storage. Essentially, it serves as a hedge against disparate international legal, compliance requirements. Such as those pointed out in this article. Importantly, the author notes that, “Document retention is often a requirement in legal matters as well. In heavily regulated industries, having the right information on hand can often mean the difference between being in or out of compliance with federal or industry-specific regulations.”

For these reasons we have developed a document stubbing service to move or ‘stub’ files from your CRM system to SharePoint (have a look at the graphic to see how it works).

In terms of compliance measures, this is where the core value of our stubbing service comes into play, as this is truly an automatized business process. After implementation, the service will run and any new files uploaded to your CRM instance from that point will be moved ‘stubbed’ to SharePoint.

So, if you operate in one of the many heavily-regulated industries, and if you’re in the early stages of digital transformation, hybrid SharePoint environment is a smart, industry-leading choice. 

Did I mention the possibility to save data storage costs?

What CRM systems does this support?

Currently Connecting Software is offering SaaS and self-hosted products for Salesforce, called the Document Extractor (look for it soon on AppExchange!). As well as our SaaS Sugar (CRM) to SharePoint Document Stubbing service.

If such a service is interesting to you, but you’re not using one of the mentioned systems – no problem. Talk to us about your needs; we’ve been developing custom integration solutions for more than a decade with our globally-recognized software integration platform, Connect Bridge. We’ve used it to build the solutions I’ve described, and others that you can find out more about here. That said, we can handle all levels of complexity.

Robust Dynamics365 SharePoint integration

Or maybe you need to fully integrate Dynamics 365 (CRM) and SharePoint? Then you’re in the right place. We offer the only out-of-the-box solution for replicating Dynamics CRM permissions to documents stored in SharePoint.

Talk to us today about custom integration and synchronization solutions to best fit your needs. We can help you get the most out of Dynamics 365 (CRM), Office365, SharePoint and all of your business application integration, synchronization and data management needs. 

So, there you have it: three great ways to get more people working in SharePoint and improving document management.

Check out the graphic below to see how Document Stubbing works. Thanks for reading; we look forward to hearing from you.

A document, file or data item is uploaded to Salesforce.

Document is detected by our ready-to-use service, uploaded to SharePoint.

Document is deleted from Salesforce, but the link remains. Document is stored in SharePoint, available
to retrieve by clicking the link in Salesforce.

Your Salesforce storage is salvaged,
and your documents in SharePoint are secure.

 
 
 

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