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Synergy of Business and Technology

Alba Spectrum Corporation. Microsoft CRM Integration & Customization: SharePoint Document Gateway Demonstration Scenario. Synergy of Business and Technology. www.albaspectrum.com USA/Canada: 1-866-528-0577, 1-630-961-5918, Europe: +44 20 8123 2580, +45 36 96 55 20,

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Synergy of Business and Technology

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  1. Alba Spectrum Corporation Microsoft CRM Integration & Customization: SharePoint Document GatewayDemonstration Scenario Synergy of Business and Technology www.albaspectrum.com USA/Canada: 1-866-528-0577, 1-630-961-5918, Europe: +44 20 8123 2580, +45 36 96 55 20, Mexico: 52-55-535-04027, Brazil: 55-11-3444-4949, help@albaspectrum.com skype: albaspectrum

  2. Scenario #1: Note Attachment synchronizationFor this example is used a regular account record:

  3. Scenario #1: Note Attachment synchronizationA note is created to the Account record and a document is attached to the note

  4. Scenario #1: Note Attachment synchronizationAutomatically this document is synchronized to SharePoint’s document library for this type of file:

  5. Scenario #2: Sales Literature Document synchronization In this scenario is used a Sales Literature record.

  6. Scenario #2: Sales Literature Document synchronization In this scenario is used a Sales Literature record.

  7. Scenario #2: Sales Literature Document synchronization A document is added to this with a Microsoft Word document attached to it.

  8. Scenario #2: Sales Literature Document synchronization A document is added to this with a Microsoft Word document attached to it.

  9. Scenario #2: Sales Literature Document synchronization Automatically this document is synchronized to SharePoint’s document library for this Sales Literature:

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