Massive public universities like Michigan State University (MSU) juggle a constant challenge: streamlining operations while maintaining a large number of documents. But when it came to document management, MSU faced even more significant hurdles: an outdated SharePoint system and potential skyrocketing storage fees on their new CRM platform, Salesforce.
Their saving grace? Getting all those documents to a new SharePoint using a powerful tool called Document Extractor. This innovative software seamlessly integrated with both SharePoint and Salesforce, allowing MSU to:
Slash storage costs: Document Extractor efficiently migrated MSU’s documents to a new, cost-effective SharePoint system.
Boost document accessibility: Documents became readily available from both Salesforce and SharePoint, empowering university-wide collaboration.
Maintain user workflows: The genius of Document Extractor? It leaves behind links for each document in Salesforce, ensuring users can access documents without any disruption to their daily routines.
Where can I get more info on University Document Management?
This is just a glimpse into MSU’s success story. Read the full blog post to discover:
What MSU did to handle the legacy SharePoint and its documents.
The key factors behind the software’s smooth implementation and user adoption.
How MSU achieved significant cost savings and enhanced document accessibility.
And in case you are wondering if there could be a similar solution for a Dynamics 365 environment, the answer is Yes! You can use the integration with SharePoint provided by Microsoft itself and complement it with the Dynamics 365 + SharePoint Document Management Suite as described in this article (spoiler alert: if you just use the Microsoft integration you can get yourself into trouble!)
By Ana Neto
Software engineer since 1997, she is now a technical advisor for Connecting Software.
Connecting Software is a producer of integration and synchronization software solutions since 2004. We operate globally, and we are also a proud “Top Member,” “Top Blogger,” and “Top Profile” at CRMSoftwareBlog.
Recommended CRM Software Blog posts on the Dynamics 365 and SharePoint combination:
Guide | Dynamics 365 Document Management
How to Set up a Dynamics 365 integration with SharePoint
3 Reasons Why You Should Avoid Keeping Your Attachments in Dynamics 365
Using a SharePoint Integration? Be Aware of the SharePoint Document Library Limits
The Challenges of Dynamics 365 Document Management and SharePoint Security
Recommended Connecting Software blog posts:
Dynamics 365 Success Stories
Dynamics 365 articles
