Search for Microsoft Dynamics
- Empower your customer service agents and sales reps with the knowledge they need to close more deals and resolve cases
- Deploy customer self-service portals to reduce incoming case load and improve customer satisfaction
Search for Dynamics is now available for Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM Online, Microsoft Dynamics 365 (online), and Microsoft Dynamics 365 (on-premises). Your customer service and sales representatives live in Dynamics, so why make them search for knowledge in SharePoint, Yammer, file shares and other ECM systems? Search for Dynamics provides instant, contextual, enterprise-wide search results that are related to the specific case or opportunity your employees are viewing.
Organizations with both Dynamics and SharePoint deployed want to make certain their users are getting the most out of these applications, ensuring maximum user productivity.
Combining the power of these two platforms enables users to instantly access enterprise-wide relevant information from within the Dynamics application, saving time while providing a positive user experience.
Dynamics 365 users can leverage the native integration between Dynamics 365 and SharePoint Online, and improve upon it with BA Insight. For example, storing documents and notes from Dynamics into SharePoint Online is convenient, but this information isn’t searchable without BA Insight’s app.
Use SharePoint as a document management system alongside Dynamics.
Expose documents to Dynamics users that they couldn’t otherwise access from Dynamics.
Deploy extranets and client portals on SharePoint, seamlessly integrating Dynamics data.