The Pivotal SharePoint Connector enables integration between a company's Pivotal CRM system and Microsoft SharePoint for improved document storage and collaboration capabilities. It allows sharing of content and information between SharePoint and Pivotal records. The connector plugs into SharePoint Server to enable communication with Pivotal CRM through supported interfaces. It automatically creates unique SharePoint sites for companies and opportunities linked to Pivotal records.
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pivotal share point connector
1. Pivotal SharePoint Connector
Use the Pivotal SharePoint Connector to enable integration between
your Pivotal CRM system and Microsoft SharePoint® for enhanced
document storage capability
Microsoft Office SharePoint Server provides a single, integrated
location where employees can efficiently collaborate with team
members, find organizational resources, search for experts and
corporate information, manage content and workflow, and leverage
business insight to make better-informed decisions. By combining
Microsoft SharePoint and the Pivotal SharePoint Connector you can
deliver content specific information where your employees need it,
linked to the Pivotal CRM records.
The Pivotal SharePoint Connector plugs into Microsoft SharePoint Server and enables it to
communicate with Pivotal CRM through the supported interfaces.
Features
• Leverage many different site templates so individual company sites have their own look
and feel.
• Relies on Microsoft SharePoint to perform all the “heavy lifting” and removes the burden of
saving attachments in the Pivotal CRM database.
• Automatically creates unique Microsoft SharePoint sites for both Company and Opportunity
records, and can be extended to other functional areas.
• Site security and access control rights managed within Microsoft SharePoint.
• Mobile clients can access the Microsoft SharePoint component when connected to the network
The Microsoft SharePoint connection via web tab on a Company record.