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SharePoint and Power Automate Development

OUR SERVICES

SharePoint and Power Automate Development

Fully customisable and with built-in workflows, Sharepoint can replace expensive and restrictive workplace management tools and online CRM systems.

SharePoint is a content management system providing tools for storage and collaboration within the network of an organisation. Any department within the company can access SharePoint and control their security, workgroups, documents and other data.

WHAT SHAREPOINT DELIVERS…

SharePoint is a platform that enables a lot of workplace activities

Agile CRM

Your accounts and contacts in one place; that syncs with your Outlook contacts.

Sales Pilepine Management

Track your business developments pipeline with interchangeable fields and categories.

Stock Management

Organise your internal and external assets to make sure nothing goes missing.

Ticketing Helpdesk Systems

Receive and track support/customer queries with alerts, making sure nothing is missed or overdue.

Enhanced Security

With advanced security measures beyond any offering of online CRM tools, your companies data is secure on Sharepoint.

Versatile APIs

Link your Sharepoint content to any external software, updating data automatically.

Powerful Workflows

Automate systems and process, turning your CRM into a valuable employee.

User Alerts

Set notifications for upcoming tasks, hitting every deadline.

See what makes SharePoint a powerful platfom

Microsoft SharePoint vs Dynamics CRM

Microsoft SharePoint is a collaborative platform created to build and manage lists of unstructured data and documents, whereas CRM supports the relationships between structured data and documents. Microsoft’s CRM product is Microsoft Dynamics; let’s look at a few of the differences:

01 Comparison

Structure
Dynamics has got ‘entities’, whereas SharePoint has ‘lists’. Though both are very similar to relational database tables (SQL tables) and both use SQL on the backend.
Flexibility

CRM: You purchase Dynamics for a particular role, whether Sales, Marketing or Customer Service (or all 3) they can be customised, but you usually end up with a lot of new forms and fields that you do not utilise or use.

SharePoint: Completely customisable, you start with a blank slate and the CRM or any other system you build in it is entirely bespoke to you and your business needs. You can also add extra functionality later if you wish.

Security Metrics

CRM: We can apply field level securities in entity forms. Talking about roles, users can be divided into business units, territories, teams.

SharePoint: All items have their possible permission levels; you use groups to define the permissions users should have; you can also use ‘define permission’ directly on users if necessary. You can also dynamically change the permissions on items if needed.

Workflows

CRM: A dynamics CRM workflow can trigger on events like create, update, field change, etc.

SharePoint: Workflows here do not run on field change events for list items, but can run on creating/update events, within the workflow you can check for field changes. Additionally, you extend SharePoint workflows to be able to communicate with other systems (e.g. Invoicing [Xero], email marketing services [Mailchimp/Active Campaign]). With the addition of Power Automate, you can extend the capabilities even further.

Document Management System

CRM: Dynamics CRM isn’t designed for these features. We can only upload documents as attachments to the notes on an entity.

SharePoint: Provides a robust document management system as a document library. Documents can be linked to multiple entities, whether a Client, contact, event or all 3.

Cost

CRM: Microsoft Dynamics can cost anything between £37 per user per month to £250 per app, depending on what you want Dynamics to do.

SharePoint: SharePoint is included with most Office 365 packages and can be brought separately for less than £5 per user per month, to get the similar (and more) functionality of Dynamics, you would be looking at around £40 per user per month.

Microsoft SharePoint & Dynamics

How do both platforms perform?

02 Individual Strengths

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Microsoft Dynamics (CRM)

Captures structured business data (perfect for line-of-business applications)
Synchronize and work offline with Outlook
Easily create queries that span more than one table
Microsoft-SharePoint-2013-icon-200x200-opacity

Microsoft SharePoint

Capture unstructured data (documents and web content)
Decentralized admin (individuals can administer their own content)
Enterprise search through documents and web content
QUOTE FORM

Ready to develop?

We have a team of Sharepoint developers, ready to build your project. Starting with early discussions, we discover what your business is after from a CRM platform, and tailor your custom workflows to you. These workflows are what gives your business the technological backbone to drive itself forward. Automating and completing tasks that would have before consumed valuable employee time.

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