Teamwork made easy


Collaboration and Document Management with Microsoft SharePoint

Collaboration (SharePoint)

Knowledge is the competitive factor of the 21st century. Without knowledge, your business wouldn't exist. But how do you facilitate the exchange of knowledge? Can can you ensure that your employees collaborate effectively on projects?

Microsoft SharePoint facilitates cooperation between people. SharePoint can enable your team with project-based websites where they can easily share information and manage documents and tasks from start to finish.

Sharepoint Document Management with Microsoft Dynamics 365

Collaboration is the keystone of a high functioning and performing team. In essence, it is about the need to work together on documents through an organization based on a particular process.

Controlled and efficient access to appropriate documentation is one of the most, and perhaps strongest point, of SharePoint.

Our team has worked hard over the years to create a solution where documents can be managed in SharePoint and automatically linked to the 'cause' in Dynamics.

The benefits include:

  • The user is no longer bothered to fill in all kinds of metadata
  • Documents thereby be stored in a fully managed site in SharePoint;
  • The document names based on the metadata are converted to a common name which is now broadly consistent and meaningful. The original name is of course also metadata of the document;
  • For "business", read customers, suppliers, orders, (internal) projects, customer objects, cases etc. can be both internal and external collaborative workspaces (sites) created, which through smart search for documents with relevant metadata "automatic" all for "the cause" relevant documents are displayed. The user will never have to look more.
  • When documents are barred, they can be automated and controlled, optionally backed up, to be removed.

As a result, HSO's document management solution is the best combination of SharePoint and Dynamics solutions offered in the field of document management today.

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Better, faster and smarter

IT employees effectively work together to create documents. The team is supported by tasks, workflows and versioning, and sharing mutual knowledge (among others wikis and blogs).

SELF SERVICE

It is even possible to share information with customers and suppliers. From Microsoft Dynamics 365, users can service notifications via SharePoint, providing insight into your inventory for suppliers or even setting up a knowledge base with FAQs.

FIND FAST INFORMATION

Always looking for information regarding an ongoing or completed project? What were the problems and how did the finished project look? It takes a lot of time and energy to get this information on the table. SharePoint can help you with an advanced search function that searches not only on document titles, but also search the entire contents of your documents.

SLIM VERSION

With SharePoint, you can be assured that you always have the latest version. You can seamlessly with multiple people working on a document. The system offers advanced version control and ensures that older versions are saved automatically.

AUTOMATION ALERTS

SharePoint allows to easily share and manage your projects in a central location. It allows users to send an alert when new files are added or changed, allowing team visibility into projects.

PROCESS AUTOMATION

Manually processes can be easily automated with SharePoint. The user-friendly web environment gives the user the ability to share files and centralize documents, assuring you always have the latest version of a file.

PERSONAL WEB PORTAL

Your portal includes a role-based view of your organization, enabling your team to share knowledge and adjust the user experience on based on individual user profiles.

FIND OUT MORE

Interested in learning how HSO can maximize your collaboration through SharePoint? Please contact us today.

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