When choosing a CRM system and considering how it will work with Office 365, you will encounter products which fall under one of four categories below:
|AD Single-Sign-On||Microsoft Outlook Email||Microsoft Teams||Data Storage & Security||Power Apps, Automate
Workflow, BI Reports
- NO INTEGRATION – An independently hosted 3rd party CRM which has no hooks in to Office 365, acting as a completely siloed system from Office 365 services and data.
- LIMITED INTEGRATION – An independently hosted 3rd party CRM with integration which hooks in to specific parts of Office 365, such as Outlook / Exchange connectors and add-ins for email. Typically these systems are still siloed for data and certain services found within Office 365.
- DEEP INTEGRATION – The only product offering available in this category is Microsoft’s enterprise level CRM offering Dynamics 365. This is separate from Office 365, though being from Microsoft does contain many Office 365 integration options built in. Data can optionally be integrated with SharePoint Online to gain the storage, management, and security benefits.
- NATIVE INTEGRATION – A SharePoint Online add-in CRM, which means the CRM is part of Office 365 the Office 365 fabric and inherits capabilities without requiring features to be added by a 3rd party. SharePortals is a unique offering which gives an organisation full and instant access to all the unique capabilities inherit to Office 365 at a low cost.
The categories above are broken down in to the specific Office 365 service features for our product SharePortals. No integration setup is required after the app is installed to instantly access these capabilities!
Azure AD Single Sign On
1. Ability to access the CRM without requiring sign in or a separate username or password
2. Identity group permissions can be managed directly from AD to determine system access levels
Microsoft Outlook Email
1. Compose and send emails using your own Office 365 mailbox
2. View and select recent emails / attachments from your Office 365 mailbox to be added to a CRM record
3. Search your entire Office 365 mailbox to add emails / attachments to a CRM record
1. Start a call using Teams and log the activity
2. Use Teams to access the SharePortals functionality
3. Connect the underlying SharePoint site where all CRM data is stored to a Team
Data Storage & Security
1. Utilise 1TB+ of your own tenants SharePoint storage
2. Create policies for retention and security
3. Audit history on every change or interaction for all data
4. Ability to view and restore any version of documents stored
5. GDPR data searches across email, teams communications, and CRM data
6. Granular security management of all data for users and groups
BI Reports, Power Apps, Automate Workflow
1. Create no code mobile app interfaces
2. Use templates or create new workflows
3. Utilise advanced workflow such as AI & Robotic Process Automation
4. Create custom dashboards and reports