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ABTA is the United Kingdom's foremost travel association
The Family Building Society - a new society, created for the way we live today
Origo is the eCommerce standards and services body for the UK financial services industry
The General Teaching Council for Scotland regulates the teaching profession
Belfast City Council is the local authority for the city of Belfast
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Membership, conference and event solutions on the Dynamics 365 platform
Pledge and donation management in Dynamics 365 for charities and not for profits
Business transformation solutions for the finance industry
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Part of the Microsoft vision is to recapture businesses that have been stuck in the past and who still store and share data in local servers, and other ancillary devices. Just about any business (Membership, Financial etc.) can now take advantage of OneDrive for business (secure storage) and Delve (search retrieval) to deliver knowledge to employees regardless of location. Both seamlessly integrate with Dynamics CRM and that’s a big part of the story.
OneDrive for Business enables users to upload documents to the Cloud and relate them to CRM records. 1 TB of storage space is provided as standard and documents stored can automatically sync with your other devices. OneDrive offers private and collaborative storage so you can use Office 365 Groups, and for public documents users can take advantage of SharePoint. Unlike the standard SharePoint integration these are private documents which are only available to the specific user. This is useful for scenarios such as draft sales proposals, or private meeting notes. From the associated document grid the user can access both public and private document locations.
James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.
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