Curated Resource ( ? )
CRM & Office 365 Groups, a Match Made in Heaven
Curated:
07/06/2016 from
en.share-gate.com/blog/crm-and-office-365-groups
my notes ( ? )
Before you can start with CRM and Office 365 Groups, you have to activate Groups in CRM. ... Let's take a look at the following business scenario...
Although CRM provides all the relevant information, the sales team is looking for more collaboration tools. Jasper is used taking notes with OneNote, Alan prefers to use a central calendar and Allie is looking for a centralized file storage that's not a file share.
...
Next to these requirements, they noticed that information gets lost and scattered in e-mails. They want to centrally store all e-mails about the opportunity. Sounds familiar?...
Although CRM provides all the relevant information, the sales team is looking for more collaboration tools. Jasper is used taking notes with OneNote, Alan prefers to use a central calendar and Allie is looking for a centralized file storage that's not a file share.
...
Next to these requirements, they noticed that information gets lost and scattered in e-mails. They want to centrally store all e-mails about the opportunity. Sounds familiar?...
Read the Full Post
The above notes were curated from the full post en.share-gate.com/blog/crm-and-office-365-groups.Related reading
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