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Unify for SharePoint

SharePoint Integration for Microsoft
Dynamics - Unifying business applications with SharePoint
Once the KnowledgeLake solution was in place, we were able to begin the process of removing file cabinets and reclaiming physical space for other purposes."
Records Manager
Major Federal Agency

KnowledgeLake supports the full suite of Dynamics ERP and CRM applications:
  • CRM Online
  • CRM On-Premise
  • Dynamics AX
  • Dynamics GP
  • Dynamics NAV
  • Dynamics SL

KnowledgeLake surfaces SharePoint content to Dynamics applications to enable users to search, reference and archive documents in SharePoint without leaving familiar Dynamics screens.

  • Gain instant access to any document the moment it is needed – improving productivity and customer satisfaction.
  • Use SharePoint as a core repository for all your organization’s content instead of information silos.
  • Share the same content between various Dynamics applications and departments. Store information once and use it in many areas. For example: Capture a client invoice within ERP, retrieve it from a CRM customer record.

Feature Highlights

  • One click “Capture & Index” to SharePoint of paper, electronic files and emails.
  • Search and retrieve unstructured content from SharePoint with one click of a button embedded in your Dynamics application.
  • The KnowledgeLake solution is context-aware; the action buttons only display when integrations are available within your business application (e.g. per-screen or per-tab).KnowledgeLake Unify
  • Packaged integration templates provided for scanning, searching and viewing SharePoint content from any Dynamics screen.
  • One click “Scan and Index” to SharePoint.
  • Automatically tag SharePoint content with data extracted from Dynamics minimizing operator keystrokes and reducing data entry errors.

Business Benefits

KnowledgeLake Dynamics SharePoint integration is part of a full suite of award-winning
Enterprise Content Management software solutions for Microsoft SharePoint.

  • Users retrieve and view documents directly from the Dynamics application, keeping focus on the current
    work environment and minimizing distractions, improving response time and customer satisfaction.
  • Increased productivity through quicker access to documents; meaning faster processing and routing of
    applications, invoices, approvals, and workflow completion.
  • High adoption rate because users continue to work with familiar Dynamics screens versus learning a new
    user interface.
  • Take advantage of your SharePoint investment without having to train your organization how to use
  • Utilize SharePoint for other document management functionality including Collaboration, Records
    Management, Compliance, Business Intelligence and Workflow.