Microsoft Dynamics 365 and SharePoint Integration for Convenient Document Management

Client

The Client is US-based midsize financial consulting firm. The company specializes in multiple areas, including personal and business tax consulting, as well as financial planning for different domains.

Challenge

At the time the Client turned to ScienceSoft, they already started working on the implementation and integration of Microsoft Dynamics 365 Customer Engagement and SharePoint. Unfortunately, one of the key developer left the project, which resulted in the lack of the required expertise. To finalize the project and meet the deadline, the Client was looking for a professional consultancy.

Solution

To finalize Dynamics 365 Customer Engagement and SharePoint implementation and integration on time, the Client turned to ScienceSoft’s consulting services. The cooperation was based on the time and materials pricing model, as the Client thought the initial consulting scope could change. The communication with the Client was conducted via email and regular online meetings. With the help of ScienceSoft’s team, the Client got:

• Microsoft Dynamics 365 Customer Engagement fully configured to match the Client’s needs. To achieve that, ScienceSoft’s team advised on the ways to tailor the out-of-the-box functionality avoiding costly code-based customization.
• SharePoint set up and integrated with the Dynamics 365 platform. As a result, the Client was able to run document management in SharePoint and access documents from Dynamics 365.

Results

With the help of ScienceSoft’s consulting services, the Client was able to obtain a fully functional and stable Microsoft Dynamics 365 solution, integrated with SharePoint for facilitated document access and management.

Technologies and Tools

Microsoft Dynamics 365 Customer Engagement, SharePoint