Collab365 GlobalCon3 Power Platform days
SharePoint is from Venus, Dynamics 365 is from Mars
When it comes to document management, Dynamics and SharePoint offer a myriad of options … not all of them good. Even the built-in SharePoint to Dynamics integration can create more problems than it solves.
In this session, you'll learn what nobody tells you about SharePoint to Dynamics integration. We will review the available options, from using the built-in Dynamics document management, to SharePoint, to Teams, to Power Automate to custom code. You'll learn the different solutions that work best in different scenarios and you'll walk away with a decision-making process for identifying the right integration approach(es) for your organization.
Managing Partner MVP | MCT
C5 Insight
Geoff Ables is a thought leader on customer experience and employee engagement, inspirational international speaker, entrepreneur and an author who helps businesses create contagiously engaged employees that transform the customer experience. In 2003 he began evangelizing The LUCK Principle™ to help companies understand and apply the 4 timeless relationship principles (listen, understand, connect, know) to business projects such as CRM and intranets. His recent book, "The LUCK Principle: Business Results at the Intersection of People and Profit," contains insights and inspiration for creating a people-centric digital workplace. Geoff is the founder of C5 insight. Twice named to the Inc. 5000 list of fastest growing businesses, C5 Insight is a consulting firm that helps companies plan and implement customer experience management and employee engagement projects and technologies. Experience and certifications include Dynamics 365, SharePoint, Salesforce.com, Power BI and Office 365. His speaking experience ranges from keynotes to corporate training events to workshops for events such as EuroForum, Digital Summit, High Five, the Direct Marketing Association, CRMUG Summit, and LawTech. His thoughts on relationships in the digital age have been seen and heard in a number of venues including National Public Radio, USA Today, BusinessWeek and The New Zealand Direct Marketing Journal. Those who know Geoff know his passion for the workplace, and for collaborating with clients on scaling timeless principles for good relationships to growing businesses.
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When it comes to document management, Dynamics and SharePoint offer a myriad of options … not all of them good. Even the built-in SharePoint to Dynamics integration can create more problems than it solves.
In this session, you'll learn what nobody tells you about SharePoint to Dynamics integration. We will review the available options, from using the built-in Dynamics document management, to SharePoint, to Teams, to Power Automate to custom code. You'll learn the different solutions that work best in different scenarios and you'll walk away with a decision-making process for identifying the right integration approach(es) for your organization.
Managing Partner MVP | MCT
C5 Insight
Geoff Ables is a thought leader on customer experience and employee engagement, inspirational international speaker, entrepreneur and an author who helps businesses create contagiously engaged employees that transform the customer experience. In 2003 he began evangelizing The LUCK Principle™ to help companies understand and apply the 4 timeless relationship principles (listen, understand, connect, know) to business projects such as CRM and intranets. His recent book, "The LUCK Principle: Business Results at the Intersection of People and Profit," contains insights and inspiration for creating a people-centric digital workplace. Geoff is the founder of C5 insight. Twice named to the Inc. 5000 list of fastest growing businesses, C5 Insight is a consulting firm that helps companies plan and implement customer experience management and employee engagement projects and technologies. Experience and certifications include Dynamics 365, SharePoint, Salesforce.com, Power BI and Office 365. His speaking experience ranges from keynotes to corporate training events to workshops for events such as EuroForum, Digital Summit, High Five, the Direct Marketing Association, CRMUG Summit, and LawTech. His thoughts on relationships in the digital age have been seen and heard in a number of venues including National Public Radio, USA Today, BusinessWeek and The New Zealand Direct Marketing Journal. Those who know Geoff know his passion for the workplace, and for collaborating with clients on scaling timeless principles for good relationships to growing businesses.
