Now you can use PDF forms and SharePoint with seamless integration to the leading CRM system Microsoft Dynamics.
Save all original incoming requests to your SharePoint library with automatic synchronization between PDF form fields and SharePoint columns. Pass required information to your CRM and create tasks for your account managers.

2 thoughts on “Integrating PDF Forms with SharePoint and Microsoft Dynamics CRM”

  1. Hi, I want to know if it is possible for other Microsoft Dynamics entities e.g. contacts, accounts etc, to be created using PDF forms and sharepoint?

    We are using Microsoft Dynamics 2011.

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