Synergy of Business and Technology

Alba Spectrum Corporation

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

Microsoft CRM Integration & Customization:

SharePoint Document Gateway

Demonstration Scenario

Scenario #1: Note Attachment synchronization

For this example is used a regular account record:

Scenario #1: Note Attachment synchronization

A note is created to the Account record and a document is attached to the note

Scenario #1: Note Attachment synchronization

Automatically this document is synchronized to SharePoint’s document library for this type of file:

Scenario #2: Sales Literature Document synchronization

In this scenario is used a Sales Literature record.

Scenario #2: Sales Literature Document synchronization

In this scenario is used a Sales Literature record.

Scenario #2: Sales Literature Document synchronization

A document is added to this with a Microsoft Word document attached to it.

Scenario #2: Sales Literature Document synchronization

A document is added to this with a Microsoft Word document attached to it.

Scenario #2: Sales Literature Document synchronization

Automatically this document is synchronized to SharePoint’s document library for this Sales Literature: