SharePoint and xRM: Blending Collaboration and Task Work

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Today’s business leaders are consistently challenged with how to be more customized, more rapid, and more engaged with their customers while still driving down transaction costs and associated overheads.  Meeting this challenge means enabling more productive alignment of sales and marketing with the management of vendors, customers, and orders, or in IT terms, improving the collaboration between the people who do information work and those who do structured task work.

Business and IT leaders who want to improve the efficiency between these two groups need to be able to blend the structured tasks with the unstructured data across the business process flow.  Since information workers use productivity tools and collaboration solutions, such as online team workspaces, while structured task work is performed on relational line-of-business (LOB) applications, these two modes of work can be blended through a “relational productivity application” (RPA).

An RPA merges the best aspects of the collaboration toolsets used for information work and the relational LOB applications used for structured task work.  In the Microsoft environment, the RPA is best accomplished by integrating the xRM application framework of Microsoft Dynamics CRM, which is used to build relational LOB applications for structured task work, and Office SharePoint Server, the collaboration and document management platform used in information work.

Office SharePoint Server provides complementary capabilities to xRM for organizations seeking to manage customers and other customer-like relationships by enriching the Microsoft Dynamics CRM customer and customer-like scenarios.

To learn more about how Office SharePoint Server and Microsoft Dynamics CRM merge into a “better together” scenario, in which the different types of workers involved in a business can access the information they need to work more productively and intelligently, download this complimentary whitepaper: 

Relational Productivity Applications – Leveraging Microsoft Dynamics CRM and SharePoint for Enhanced Business Impact

By Socius, a Microsoft Partner and SharePoint Solutions Provider in Ohio, Kansas City, and California

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