Demo of MS Office Integration

Time line

Start – Finish Topic

00:00 – 00:54 Intro to SharePoint and Office365
00:55 – 01:56 Accounts Review
01:57 – 02:21 Account Options
02:22 – 03:09 Account Opportunities
03:10 – 04:31 Project Introduction
04:32 – 07:05 Attaching Email
07:06 – 10:24 Attaching Documents
10:25 – 12:00 Security

About the integration

Our solution is built entirely within SharePoint and Office.  We have an integrated security model all within SharePoint. Items saved with oppty’s, leads, accounts, projects, files and emails have the proper permissions applied to them automatically. See how to save an email to a SharePoint project.