Facilitate Collaboration with Microsoft Dynamics 365 and SharePoint

In today’s fast-paced business environment, effective collaboration is vital for success. Various types of meetings, such as whiteboarding sessions, status updates, and content communication, play a crucial role in keeping teams aligned and informed. To facilitate quick and efficient collaboration, leveraging tools like Microsoft Dynamics 365, Customer Portal, and Microsoft SharePoint can make a significant difference. These platforms enable seamless file sharing and real-time updates, ensuring that everyone stays on the same page and projects move forward smoothly.

The following diagram is to help articulate how the User and Customer would work with the Application layer for collaboration. The next discussions will cover how each of the three systems would work and functionality provided.

Microsoft Dynamics 365

Microsoft Dynamics 365 offers a structured approach to storing and managing metadata for SharePoint sites, users, and contacts. This integration helps organizations enforce rules and permissions for accessing customer-related information. Leveraging the security structure of Dynamics 365 users would be able to setup SharePoint sites for only their customers.

• Dynamics 365 stores metadata related to SharePoint Sites, Users, and Contacts, ensuring structured data organization.
• Rules are implemented to control when a user is added to a SharePoint site, ensuring only members of the customer team have access.
• Similarly, contacts are granted access based on their association with the customer, maintaining strict data security.
• Organizations can define a SharePoint site for multiple customers, allowing customer representatives, contacts, and servicing users to collaborate within a single environment.

Customer Portal Integration

A dedicated Customer Portal enhances accessibility by providing seamless navigation to SharePoint sites while maintaining security through Microsoft Active Directory (AD) authentication.

Key Features of the Customer Portal

• Customers can navigate to their designated SharePoint sites directly from the portal.
• Microsoft AD ensures that only authorized contacts can access the SharePoint site, preventing unauthorized data exposure.
• Clients can be assigned administrator roles, enabling them to add or remove approved contacts and define roles such as administrator or user within the SharePoint environment.

Microsoft SharePoint

A standardized SharePoint environment is crucial for maintaining consistency and usability across all customer sites.

Standardized SharePoint Site Templates

• A reusable SharePoint site template ensures a uniform user experience across all customer sites.
• A predefined set of document libraries provides structure and ease of access to critical information.
• A dedicated home page offers customers valuable insights, links, and navigational support to enhance their experience.
• Multiple SharePoint groups are created within each site to ensure appropriate permissions are assigned to each user based on their role and access level.

By integrating Microsoft Dynamics 365, SharePoint, and a Customer Portal, organizations can provide a structured, secure, and user-friendly collaboration environment for customers. This approach ensures seamless data access while enforcing security measures, ultimately enhancing customer satisfaction and operational efficiency.

Bring Collaboration to Life with Hitachi Solutions

Hitachi Solutions has decades of experience helping organizations achieve more with their business applications. If you’re ready to up the game when it comes to collaboration, contact us today to see how we can help.