Microsoft SharePoint Portal Server 2003/2007

SharePoint is a Web Portal which belongs to the Microsoft Office family. It is a collaborative portal application based on the Windows SharePoint Services platform, a free component of Windows Server 2003. It also has version control, document approval and a basic search facility.

Give managers a quick look from a dashboard

Using Microsoft SharePoint and Microsoft CRM, a business can create custom dashboards that provide quick summaries of all important performance metrics. Then a sales manager or executive can easily drill down into data to gain more detail about what really is driving sales or customer contacts.

Give CRM users access to document libraries

From within Microsoft CRM, users can interact with the SharePoint document library:

Give CRM users their own dashboards

From within Microsoft CRM, users can also have access to dashboards: