Synergy of Business and Technology Alba Spectrum Corporation USA/Canada: 1-866-528-0577,...

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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, [email protected] skype: albaspectrum Microsoft CRM Integration & Customization: SharePoint Document Gateway Demonstration Scenario

Transcript of Synergy of Business and Technology Alba Spectrum Corporation USA/Canada: 1-866-528-0577,...

Page 1: Synergy of Business and Technology Alba Spectrum Corporation  USA/Canada: 1-866-528-0577, 1-630-961-5918, Europe:

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, [email protected] skype: albaspectrum

Microsoft CRM Integration & Customization:

SharePoint Document Gateway

Demonstration Scenario

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Scenario #1: Note Attachment synchronization

For this example is used a regular account record:

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Scenario #1: Note Attachment synchronization

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

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Scenario #1: Note Attachment synchronization

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

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Scenario #2: Sales Literature Document synchronization

In this scenario is used a Sales Literature record.

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Scenario #2: Sales Literature Document synchronization

In this scenario is used a Sales Literature record.

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Scenario #2: Sales Literature Document synchronization

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

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Scenario #2: Sales Literature Document synchronization

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

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Scenario #2: Sales Literature Document synchronization

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