SeeUnity supports Microsoft Dynamics CRM


SeeUnity has extended its content integration and synchronization products to support Microsoft Dynamics CRM.  Often used as a case and customer management tool, Microsoft Dynamics helps businesses manage cases, complaints and customers. However, for large customers using Dynamics is only part of the picture. To successfully use Dynamics, most employees will need to cross-reference their enterprise content from their ECM repositories. Now customers will be able to access their native ECM content directly within Microsoft Dynamics CRM.

SeeUnity has been the leader in content integration solutions since 2005 and has been aware of the increasingly important role that Microsoft Dynamics CRM is playing in large organizations.  Companies are using Dynamics to better track customers, increase productivity, manage cases or complaints, and these processes not only require document support, but they often create new documents to be stored within Dynamics. While CRM systems simplify many things, they complicate document management, making access to documents harder, and creating documents and document versions that are out of the control of the selected ECM repository used for document management, IG, and compliance.

SeeUnity solves the CRM/ECM document management conundrum by allowing access to documents from within CRM or synchronizing documents uploaded to CRM directly to the repository of choice.  Fusion Content Integration and Synchronization for Dynamics can be configured to automatically display only documents that are relevant to specific cases, customers, or complaints. “Our goal is always to help simplify access and management of content.  By adding support for Dynamics we are helping to solve a common loophole in document management,” states Dan Anderson, Co-Founder and VP, SeeUnity. “Now companies can configure our solutions to implement seamless integration and set automatic rules for handling new documents or closed cases.”

SeeUnity’s extensive set of connectors supports content connections between 9 major ECM and CRM repositories, ensuring that natively managed content can be seamlessly connected to the systems in use, helping companies display their content in context.


Find out more about Microsoft Dynamics products here.

Posted on: June 18, 2015