SharePortals
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      • Record ManagementManage large volumes of records and content
      • Stage ManagementControl record lifecycle with workflow, field validation, and Kanban
      • Document ManagementLeverage SharePoint, and do more with our additional features.
      • ComplianceMeet data security, and regulatory needs by keeping everything inside Microsoft 365
      • OutlookManage emails associated with a record, either from SharePortals or Outlook.
      • WorkflowAutomate routine tasks with SharePortals and Microsoft Power Automate
      • Task managementAllow users to manage their record tasks in Microsoft Planner & To Do
      • ChartsUse dashboards to gain real-time insights. Optionally use Microsoft Power BI
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    MENUMENU
    • Home
    • Features
      • Record ManagementManage large volumes of records and content
      • Stage ManagementControl record lifecycle with workflow, field validation, and Kanban
      • Document ManagementLeverage SharePoint, and do more with our additional features.
      • ComplianceMeet data security, and regulatory needs by keeping everything inside Microsoft 365
      • OutlookManage emails associated with a record, either from SharePortals or Outlook.
      • WorkflowAutomate routine tasks with SharePortals and Microsoft Power Automate
      • Task managementAllow users to manage their record tasks in Microsoft Planner & To Do
      • ChartsUse dashboards to gain real-time insights. Optionally use Microsoft Power BI
    • Pricing
    • Use Cases
      • Role Based
      • Industry Specific
    • Resources
      • Benefits
      • Help
      • FAQ
      • Blog
      • Partners
    • Get Started
    • Login
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    SharePortals Blog

    The latest news and views on CRM & Office 365

    Read the latest on SharePortals and the Microsoft Cloud.

    21st February 2023

    Why Storing Everything in Microsoft Teams is Not Always the Best Option

    When it comes to collaboration and document management, Microsoft Teams has become the go-to platform for many organisations. It’s included in most Microsoft 365...
    Read More
    3rd September 2022

    Using Microsoft Office 365? You Have the Ingredients of a CRM

    Search for an official Microsoft answer and you’ll quickly be pointed to Dynamics 365 CRM or the ‘build it yourself’ Power Platform. What about...
    Read More
    8th October 2021

    First User Free

    When first installing SharePortals it can be a little confusing that there is no initial cost at all, yet the person installing the product...
    Read More
    15th September 2021

    4 email best practices used by sales professionals to increase conversion

    Email strategy to help boost sales and engagement Some sales people often don’t follow up on their introductions and pitches. This is a serious...
    Read More
    1st August 2021

    Getting more from CRM by leveraging Office 365 built in technologies

    CRM is a great tool to have, but could it be better? As part of the fundamental purpose of creating and maintaining records, CRM...
    Read More

    See How Microsoft 365 Digital Transformation Can Work Today

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