DMC worked with Stone’s leadership and sales team to define requirements for this cloud / on-premises hybrid solution. Once an opportunity reached a point in the sales process where a proposal needed to be created, the new synchronization process would find the opportunity in Dynamics CRM Online and create a corresponding Client site in SharePoint, as well as a SharePoint document set that corresponds to the opportunity.

If a site already existed for the Client, then only a new document set would be created under that Client site. Custom content types were used to copy the latest version of document controlled templates and add them to the proposal library. Important sales data from the CRM Online system is also by synchronized with the SharePoint libraries.

DMC chose to use SharePoint’s External Content Type feature as the primary mechanism for feeding CRM and ERP data into SharePoint. Web services were developed to facilitate the automation of this synchronization process. A custom SharePoint web part was also developed to allow users to bypass CRM and upload legacy Opportunities directly into SharePoint.

Learn more about DMC's Microsoft Dynamics CRM and SharePoint service offerings.