Case Study: a premier independent technology and financial solutions provider achieves seamless document collaboration with Logan Consulting’s Microsoft SharePoint and Dynamics CRM integration

Fortune 1000 and Emerging Mid-market Organizations streamline document collaboration in 3 weeks with Logan Consulting

The client, a premier independent technology and financial solutions provider for Fortune 1000 and emerging mid-market organizations, faced a challenge with its sales process. Their teams relied on complex Excel workbooks that were difficult to share and manage, causing stress and inefficiency as deals changed scope. They needed a document collaboration tool that would integrate seamlessly with their existing Microsoft Dynamics CRM application. Logan Consulting was engaged to address this opportunity.

Logan Consulting implemented Microsoft SharePoint 2003 and integrated it directly with the client's Microsoft CRM. The solution added a Documents tab within the CRM that linked to a SharePoint library, using a filter to display only documents relevant to each specific sales opportunity. This integration provided robust functionality like version control and alerts. The result was a seamless experience for users, who saved significant time previously spent searching for documents and gained full confidence they were always using the latest version.