We understand that no two companies work in the same way. Browse
through our product brochures to see how we can make a value added
difference to your business.
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4.2 MB
What's New in Microsoft Dynamics GP 2010. With more than 150 enhancements, it offers innovation that enables your people to work with information and processes in ways that are familiar to them—today and into the future.
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230 KB
Microsoft Dynamics GP - General Product Brochure. Touchstone is the No. 1 Microsoft Dynamics Partner in the UK and has over 300 current clients using Microsoft Dynamics GP.
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1.87 MB
Enhancements in Microsoft Dynamics GP v10 (this is the version preceding Microsoft Dynamics GP 2010).
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Find out about the benefits of deploying Microsoft Dynamics GP with Microsoft® Office SharePoint Server® 2007. You can build a true business ecosystem that offers people advanced search, collaboration, and business intelligence capabilities, displayed in the formats and applications most relevant to their roles.
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276 KB
Financials—Infor FMS SunSystems financial modules are specifically designed to provide immediate access to all finance and accounting information for fast and effective decision making. They cover all aspects of financial
management, including nominal ledger, payables and receivables ledgers, consolidation, corporate allocations,
multi-currency, dual base currency, fixed assets, budget management, and debtor management
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100 KB
Find out What's New in Infor FMS SunSystems v5.3
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190KB
Infor FMS SunSystems eXFM product brochure. An all-in-one financial management, budgeting, forecasting and planning solution.
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685 KB
Microsoft Dynamics CRM 4.0 is a Customer Relationship Management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability.
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1.7MB
Microsoft Dynamics CRM 4.0 Customer Service Datasheet
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1.65MB
Microsoft Dynamics CRM 4.0 Marketing Automation Datasheet
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1.76MB
Microsoft Dynamics CRM 4.0 Sales Force Automation Datasheet
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4MB
Leverage your existing Microsoft products and technologies to enhance the agility and productivity of your Microsoft Dynamics CRM solution.
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238 KB
Building profitable customer relationships, delivering bottom line performance – a powerful Customer
Relationship Management solution for Financial Services organisations.
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5.52 MB
To remain ahead of the field, Private Equity firms must develop and nurture excellent client relationships. Touchstone have harnessed the proven power of Microsoft Dynamics CRM to deliver a solution specific to the Private Equity sector.
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5.87 MB
The complex and rapidly changing nature of the Private Equity sector means that it's vital for a firm to be supported by a financial management system that is reliable, flexible and insightful. Touchstone’s solution for Private Equity is built on Microsoft Dynamics GP, a fully integrated, multi-company, multi-currency system, which allows firms to access the right information at the right time, easily and quickly.
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878 KB
Microsoft Dynamics CRM Accelerators - enhancements to optimise CRM
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258 KB
The Notifications Accelerator allows users to subscribe to the CRM “business events” that are significant to them. Notifications are delivered via a Really Simple Syndication (RSS) feed and can be consumed with many desktop tools including Microsoft Outlook 2007 or the standard newsfeed Windows Vista® gadget.
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276 KB
The Event Management Accelerator helps automate event management tasks and capture information effortlessly and accurately so that organisations can improve the productivity of event staff, plan future events more effectively, and use event data to enhance customer relationships.
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237 KB
The Extended Sales Forecasting Accelerator enriches the out-of-the-box sales forecasting capabilities in Microsoft Dynamics CRM 4.0. Sales users can review their individual sales pipeline and quickly classify opportunities while sales managers can monitor and track sales targets, budgets and performance against these forecasts.
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360 KB
Enables customers to find help and service information when and where they want. The eService Accelerator makes it easy to provide self-service capabilities to customers while enabling businesses to efficiently configure their self-service portal and manage customer data.
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1 MB
The Analytics Accelerator provides a full-featured analytics platform that spans marketing, sales, and customer service, helping to improve customer satisfaction, develop customer loyalty, and increase profitability with every interaction.
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The Business Productivity Newsfeed Accelerator turns Microsoft Dynamics CRM 4.0 into the hub of business activity, letting users keep up-to-date with events happening across the organisation. The Business Productivity Newsfeed Accelerator drives user adoption by presenting CRM data to users in a way that is appealing and interactive, drawing them into the application and encouraging use.
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152 KB
The Enterprise Search Accelerator allows Microsoft Office SharePoint Server (MOSS) customers to view and search for Microsoft Dynamics CRM data directly from their SharePoint portals.
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155 KB
The Business Productivity Workflow Tools Accelerator provides additional workflow step actions, enhancing capabilities around string handling, mathematical functions and HTML hyperlink creation. Please note that currently this Accelerator is only compatible with the On-Premise edition of Microsoft Dynamics CRM 4.0.
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225 KB
The Business Data Auditing Accelerator provides basic audit capabilities. The Accelerator takes a snapshot of a record whenever the relevant event occurs within the system such as Create, Update, Assign and Delete. Through workflow, auditing can be configured for any entity and any trigger event.
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2 MB
Business Intelligence solution for Microsoft Dynamics CRM
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3671 KB
Touchstone CharityPoint for Fundraisers is a complete donor management and
fundraising application built on the Microsoft Dynamics CRM platform. It offers Not for Profit organisations a fully integrated system, delivered through the familiar and intuitive Microsoft Office Outlook environment.
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2.18 MB
Microsoft Dynamics NAV is a complete ERP solution that collects your business’s functions into one integrated system. With close visual and functional ties to Microsoft Windows Vista and Microsoft Office, it’s easy to learn, simple to use and quick to implement. With integrated financial, manufacturing, supply-chain management, sales and marketing, project management, human resources and services management information from across your organisation stored in a centralised database, your people can work quickly and effectively – helping to drive your business forward.
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564 KB
Deliver meaningful insight across your organisation with powerful business intelligence capabilities in Microsoft Dynamics NAV. With access to realtime data and a wide range of analytical and reporting tools—including graphical displays, online analytical processing (OLAP) cubes, and Webbased delivery options - your people can make informed, confident decisions that help drive business success.
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Equip people in your organisation to efficiently manage contacts, opportunities, and campaigns while building customer relationships that help drive sales and encourage loyalty. Sales and Marketing in Microsoft Dynamics NAV can help you focus your energy on profitable prospects and customers by taking advantage of connected information and processes and rich integration with Microsoft Office system programs.
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717 KB
Tighten inventory management processes to help increase operational efficiency across your business, improve customer service, and reduce inventory and distribution costs with Inventory Management in Microsoft Dynamics NAV.
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499 KB
Service Management in Microsoft Dynamics NAV can help your organisation respond to customer service requests, organize resources for maximum efficiency, and boost customer satisfaction. Tightly integrated information can give you the insight you need to make profitable decisions about the costs, inventories, workloads, and financial returns of your service operation.
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485 KB
With Manufacturing in Microsoft Dynamics NAV, you can boost operational efficiency and
effectively manage production, including production orders, bills of material, supply
planning, and capacity requirements planning. Flexible processes and integrated information
equip you to make accurate promises to customers, respond quickly to last-minute requests and changes, and take advantage of new business opportunities to help your business stay ahead of the competition.
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711 KB
Supply Planning in Microsoft Dynamics NAV helps you satisfy demand while improving operational efficiencies by providing insight into the utilisation and cost of materials throughout your production process. With multiple planning options, tracking, and action messaging, you can choose the right course from among make or buy options, quickly implement those decisions, make last-minute order changes, and offer satisfactory exceptions to give customers what they want, when they want it.
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728 KB
Warehouse Management in Microsoft Dynamics NAV can help you manage goods and space more effectively, reduce costs and waste, and gain control over warehouse operations. With access to real-time, accurate inventory data, your warehouse professionals save time locating items or performing physical inventories, sales representatives can keep tabs on stock availability, and buyers can maintain optimum stock levels while minimising carrying costs.
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Microsoft Dynamics NAV Financial Managment including Basic General Ledger, Basic Fixed Assets, Payables, Receivables, and Multicurrency.
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854 KB
Control Spend with PROACTIS
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45 KB
SunSystems Vision Executive is a dynamic analysis and reporting application that enables you to uncover and analyze the trends, problems and opportunities that are often concealed in corporate transactional data.
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190 KB
Optimising Business Performance and Strategic Decision Making
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1.85 MB
With SQL Server 2005, Analysis Services
provides, a unified and integrated view of all your business data as the foundation for all of your traditional reporting, OLAP analysis, Key
Performance Indicator (KPI) scorecards
and data mining.
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768 KB
Oil & Gas offering from Infor
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163 KB
A system for one branch or a global rental business This module places rental and hire functionality within the enterprise management capability of Touchstone Rental Solution – AX, based on the Microsoft Dynamics AX platform. Hire items are created in the fixed asset system and managed by a sophisticated hire diary, which provides availability levels across all locations.
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351 KB
A system with solutions for real world hires This module adds powerful cross-hire features to the base Touchstone Rental Solution – AX package, providing complete management. With this module, you will be able to create back-to-back orders, report on crosshire profitability and even see the cross-hired equipment in the diary.
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140 KB
This module is designed to help rental
companies ensure that they are providing consistently high quality service to their customers in the reliability of the equipment that they supply. In addition to managing the service and maintenance of your own assets, the module can also be used as a tool for managing chargeable service jobs for customer owned equipment.
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127 KB
Technologists will be familiar with the concept of event logging; the recording of unusual or undesirable events within a system. The business event handler module provides you with powerful and highly configurable management tools to record events that are unusual or undesirable within your business.
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146 KB
There‘s no question that Microsoft Dynamics AX is a class leading ERP application, but we believe that the best just got better. With Touchstone Rental Solution - AX, comes a wealth of features designed to help improve the
financial management of your company.
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171 KB
TEEM has been designed to reduce the time needed to modify screens to be more College-friendly and to reduce the time needed to deliver standard reports required by senior management teams and auditors. Easy report generation ensures that Colleges of Further Education have the opportunity to gain rapid insight into their employer engagement activities and be measurable against targets much more quickly and accurately.
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216 KB
Touchstone Wealth Management is a comprehensive suite of integrated applications designed specifically for Fund Administrators, and is powered by Microsoft Dynamics™ Touchstone Wealth Management solutions are used in ten jurisdictions, from the Far East to the Caribbean basin.
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Touchstone Wealth Management is a comprehensive suite of integrated applications designed specifically for Trust and Company Administrators, and is powered by Microsoft Dynamics™. Touchstone Wealth Management solutions are used in ten jurisdictions, from the Far East to the Caribbean basin.
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782 KB
Touchstone CommTrader is a real time transaction and risk management application designed for producers, convertors and traders to manage their physical and non-physical commodity transactions in a single integrated solution - including pre-deal analysis, trade capture, foreign exchange, exposure risk, logistics, shipping, cash management, physical operations, back office financials, settlement and more.
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125 KB
Touchstone Contract Management Solution (CMS) is a suite of modules for Microsoft Dynamics AX, specifically designed for use in the construction, facilities management and associated industries.
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205 KB
expense@work is the leading automated Expense Management Software Solution for organisations ranging in size from 25 to 5,000 Employees. It integrates with all major Financial Systems including SunSystems and Microsoft Dynamics.
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229 KB
time@work is Professional Services Automation (PSA) software that brings a rapid return on investment.
This is achieved through the optimal allocation of human resources, the elimination of unbilled activity, the timely and accurate billing of accumulated or contracted fees, tight financial control and the provision of critical management information through up-to-the-minute reports.
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300 KB
Microsoft FRx for Microsoft Dynamics GP Factsheet
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302 KB
Forecaster works with Microsoft Dynamics ERP solutions to automate and simplify the budgeting and planning process. It provides a quick, intuitive, cost-effective way to help you create more accurate budgets and meaningful financial predictions.
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387 KB
FlexPort is an ERP solution built to cater to the requirements and needs of today’s international port business. FlexPort is used by companies involved in the port business.
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274 KB
FlexShip is an ERP solution built to cater to the requirements and needs of today’s international shipping business. FlexShip is used by companies involved in the shipping business such as: Shipping companies, ship owners, ship operators and managers, port
terminals and stevedores, agents, ship brokers and liner agencies.
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351 KB
FlexProperty is an ERP solution built to cater to the requirements and needs of today’s international property management company. FlexProperty is used by companies involved in the business such as property owners and managers.
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1.3 MB
The Cenium Hotel Management System is a complete integrated solution covering all operations required by Hotels and Hospitality organisations. Cenium Hotel Management System provides one solution, one database, all on Microsoft.
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2.35 MB
The Cenium Hotel Management System has been designed to simplify and ease the day to day operating processes of even the most challenging front desk environment in order to deliver superior customer service. Key Front Desk operational functionality includes Front Desk (Reception), Booking, Conference and Housekeeping.
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1.93 MB
The Cenium Hotel Management System has been designed to simplify the operation of both the front desk and the back office. The Cenium Hotel Management System is a complete solution covering the full set of Hotel Management requirements, built on Microsoft Dynamics NAV. Both the front desk and back office functionality can be accessed from the same ‘operational menu’.
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1.8 MB
Cenium Conference System is designed to increase customer satisfaction through all phases of a Conference: booking, scheduling, re-scheduling, execution and billing. Simultaneous booking of hotel rooms, conference rooms and Food & Beverage (F&B) secures availability from every department, ensuring the complex process of arranging a conference is as smooth as possible.
Cenium Conference System gives managers a unique way of controlling all processes required for their properties. At the same time, the system allows all conference personnel to do their daily work within one uniform application.
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2 MB
Cenium EPOS (Electronic Point of Sale) system is both simple to use and very flexible. It is sophisticated enough to meet the requirements of the most demanding hospitality business but functionally simple in its operation. Cenium EPOS, as with Cenium PMS, is all within one system – Microsoft Dynamics NAV. Processes are streamlined as invoice information is immediately posted to the ledgers.
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1.82 MB
Cenium Spa Management System handles all appointment entry and scheduling of therapists, rooms and equipment. Setting appointments can be a complex process in a busy spa environment, thus requiring simple and efficient access to the schedule view from various angles. This module can handle multi resource scheduling for each appointment allowing a multiple number of therapists, rooms and equipment to be set for each individual appointment, as required by the chosen user view.
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163 KB
Infor PM Query & Analysis is the new name for the Vision reporting tool. This factsheet details the features and benefits for Infor FMS SunSystems users.
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132 KB
Scribe provides data integration and
migration software solutions to help
people within an organisation share critical customer data, to better focus – and take action – on critical business events.
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881 KB
Jet Reports is the leader in Excel-based reporting for CFOs. There are 25 pre-built reports that address the needs of accountants, finance people and business managers. Jet Reports accesses a multiple of granules and modules in Navision. You get financial, inventory, sales, customer, budgets, even fund reports at your fingertips.
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792 KB
Zetadocs for Microsoft Dynamics NAV helps accounts departments streamline business processes, reduce the costs of handling paper documents and enhance customer service.
It enables Microsoft Dynamics NAV users to create and deliver statements, invoices, remittances and other financial documents instantly from their PC. Zetadocs archives documents so they can be retrieved promptly, helping you to respond to queries instantly.
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1.58 MB
GP Spend control is a corporate spend control platform designed to extend the capabilities of Microsoft Dynamics GP to address the Purchase-to-Pay cycle. It streamlines the process of raising requisitions and purchase orders, manages suppliers and their catalogues, processes purchase orders, receiving goods/services and deals with supplier invoices
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419 KB
Microsoft Dynamics AX is an integrated, adaptable business management solution
that helps you and your people make business decisions with greater confidence.
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221 KB
Find out What's New in Microsoft Dynamics AX 2009
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With access to real-time information across your organisation, easy-to-use inquiry tools, and powerful analysis and reporting capabilities, Financial Management in Microsoft Dynamics AX 2009 can help you handle revenue, payables, receivables, and cash flow efficiently—so you can gain insight into financial performance, plan strategically, and make confident, informed decisions.
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269 KB
Integrate external business processes and support application-to-application
connectivity cost-effectively across the supply chain. With Application Integration Framework (AIF), the Web services framework in Microsoft Dynamics AX 2009, you can connect processes across multiple systems and gain the insight you need to improve business planning.
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173 KB
Sales and Marketing in Microsoft Dynamics AX 2009 delivers powerful,
integrated customer, sales, and marketing management capabilities that
can help your people build and strengthen customer relationships and
increase sales.
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251 KB
Empower customer service representatives, field technicians, and managers to maximise efficiencies, understand costs and revenues, and enhance profitability. With Service Management in Microsoft Dynamics AX 2009, you can streamline planning, tracking, and decision-making for a wide
range of service operations.
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170 KB
Streamline project management and give your people the tools they need
to complete projects on time and on budget. Project Accounting in
Microsoft Dynamics AX 2009 simplifies project management by providing
project controls, a full financial overview, and real-time integration with
supply chain and financial management processes.
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250 KB
Open your business to employees, customers, vendors, and other business
partners around the clock. Enterprise Portal in Microsoft Dynamics AX
makes it easy to provide role tailored data and business processes in real
time over the Web, with full support for intranet, business-to-consumer,
and business-to-business communications.
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255 KB
Recruit and retain the talent your organisation needs to drive business
success. Targeted reporting capabilities help you identify skill gaps,
optimise training and development efforts, and streamline recruiting
campaigns to attract new hires that align with your company’s
business strategy.
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480 KB
Microsoft Dynamics AX can help you run your business across locations and countries by consolidating and standardising processes, providing visibility across your organisation, and helping to simplify compliance.
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619KB
PrecisionPoint is an intelligent application that maps the entire Microsoft Dynamics transactional data to an efficient, high-speed business warehouse built on Microsoft SQL Server and associated BI tools.
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104 KB
PA BankLinks for Business (B4B) provides an interface between the payables module within Infor FMS SunSystems and the services provided by your bank for Electronic Funds Transfer (EFT). Automate and streamline your accounts payables rather than re-keying transactions that already exist in Infor FMS SunSystems. B4B is an easy to use, sophisticated payment management tool catering for global banking requirements including the complexities associated with international EFT.
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138 KB
ePay is the enhanced electronic payment services for Infor FMS SunSystems. It includes EFT, Sundry EFT and Bank Payment Services. The sophisticated approach to electronic payments ensures all the processes are automated, with full audit trails and integration with the banking systems. The attention to the fine settings has ensured the process is highly automated and eliminates unwanted administration.
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144 KB
Bank Reconciliation for Infor FMS SunSystems provides a complete system for easily maintaining your current bank position. It is a flexible and powerful addition to your organisations financial management, allowing you to identify, track and resolve non-reconciled items at a glance. This highly automated process facilitates daily reconciliation, an important control over the business' most important asset - cash. Bank Reconciliation provides for the import of electronic statements for multiple bank accounts, automated user defined matching criteria and creation of bank generated journals (e.g. bank fees, interest).
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138 KB
eRemit for Infor FMS SunSystems automates the distribution of suppliers’ payment remittances and customers collection advices. This is a unique solution that is designed to work with Infor FMS SunSystems.
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In today’s information
society, an ever-increasing
number of data, documents, and
records accrue in the office every
day. Managing and archiving them
involves costs, both in terms of time
and money. So a document management
system (DMS) brings relief by
noticeably reducing your workload
and corporate costs.
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131 KB
Advanced Inquiry for Infor FMS SunSystems offers the most powerful adhoc inquiry functionality for interrogating Ledgers and iPOS procurement data. A Finance department spends too much time handling adhoc inquiries - especially those of a non recurring nature. Advanced Inquiry can be used by anyone to get a quick answer to both simple and complex queries in a summary or detailed format.
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140 KB
Infor FMS SunSystems Collect automates much of the repetitive and normalised effort involved in collections, leaving your credit controllers more time to focus on preventative and remedial actions with problem payers.
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90 KB
Consolidations for Infor FMS SunSystems is purpose built to automate the consolidation process.
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149 KB
Contract & Service Billing (CSB) for Infor FMS SunSystems is designed for recurring contract invoicing, recurring service invoices and ad-hoc invoices. It delivers advanced functionality that works together with your business processes to remove manual tasks and increase data accuracy and speed.
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434 KB
Workflow for SunSystems joins the dots between your people and your processes. It directs and controls many of the tasks that fall outside the traditional life-cycle of a SunSystems transaction. Workflow for SunSystems encourages consistent human behaviour by implementing approved process rules across the workforce in a friendly and appealing way.
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544 KB
Find out how to centralise control over purchasing to consolidate suppliers, products and services to drive down purchasing costs and grow the value of corporate spend under proactive management.
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478 KB
Compleat fully automates the invoice capture and approval process, removing the need for original invoices to leave the accounts department and radically improves the productivity and approval turnaround times. Efficient handling of supplier invoices also leads to improved relationships which can assist with future price and service negotiations.
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516 KB
Receipting is an optional process stage by purchase activity type and by department within Compleat, giving organisations the ability to determine when and where receipting is most desirable. Many organisations continue to utilise the purchase invoice approval process as the confirmation of receipt of goods and service delivery.
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530 KB
Compleat fully automates and replaces existing manual budgeting processes; returning control to the finance and procurement departments and enabling the prevention of budget overspend.
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555 KB
Compleat Expenses takes the frustration out of expense entry and replaces it with an easy-to-use, intuitive, Web-based environment that gets immediate buy-in from your employees.
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2.09 MB
Jet Reports is complete reporting inside Excel. Get answers, do analysis, format business information—all in Excel. Have Excel reports refreshed automatically with the latest real-time information from your database, formatted for impact and sent to your email each morning by Jet Reports. Find out more in this product brochure.
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1.25 MB
Find out how the latest version of Jet Reports extends the power of Excel. Use all Excel functionality that you already know to build reports with impact and effectivness.
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335 KB
Zetadocs integrates with Microsoft Dynamics GP to email or fax batches of documents intelligently, personalising addressing details, content and attachments. ERP reports such as purchase orders and invoices are emailed straight from the application using Zetadocs. Copies are automatically indexed and archived to a SharePoint server or network folders.
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84 KB
Why spend thousands of dollars in printing and mailing when your company can safely and securely distribute accounting documents electronically? Use EmailPro to electronically distribute remittance advices, purchase orders and SOP documents and allow your staff to spend time on more satisfying tasks.
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364 KB
Zetadocs integrates with Microsoft Dynamics NAV email or fax batches of documents intelligently, personalising addressing details, content and attachments. ERP reports such as purchase orders and invoices are emailed straight from the application using Zetadocs. Copies are automatically indexed and archived to a SharePoint server or network folders.
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970 KB
AGR Inventory Optimiser is specially designed for improving operations in the retail and distribution sectors. It uses raw data from Microsoft Dynamics NAV and automatically selects the most appropriate forecasting method to estimate future demand. Order proposals that minimise inventory costs and optimise service levels are generated from these forecasts and uploaded back into the ERP system.
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2.02 MB
agilesWorkflow, the workflow solution certified for Microsoft Dynamics NAV, guides and supports you through your everyday work. A small but powerful tool for managing workflows in Microsoft Dynamics NAV, it is designed for companies of all sizes, and across all types of industries, with all kinds of workflow requirements.
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130 KB
E-Ship integrates the entire packing and shipping function within the NAV database. Until now NAV customers have interfaced with external shipping systems. These external systems, while doing a good job of rating and shipping packages, do not have knowledge of the items being shipped.
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70 KB
The EDI module has been designed as a set of tools that provide the user with a maximum amount of flexibility when dealing with their trading partners. Once the mapping is in place, the Transaction Management tools allow the user to easily manage the day-to-day process of conducting electronic commerce.
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482 KB
E-Receive is a partner product to E-Ship, however it can be purchased separately.E-Receive automates the receiving process using barcode scanning.
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137 KB
As a distributor or manufacturer your largest and most costly asset is inventory. Reducing inventory carrying cost and increasing margins can cause a greater effect on the bottom line than increased sales.
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118 KB
Records any data changed through a NAV Form as well as record the User-ID of the person who changed it, and the date and time it was changed. The user then has the ability to browse previous versions of a record by viewing the entire record or only the changed data.
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329 KB
Qiwi Mobile and the lighter version, Qiwi Mobile Lite, are feature-packed mobile applications designed for Microsoft Dynamics NAV. Qiwi Mobile allows mobile workers to access and update critical business data in the back-end of Microsoft Dynamics NAV through iPhone, BlackBerry, Windows Mobile, and iPod Touch. Qiwi Mobile gives you the ability to check business data, manage customer relationship, and manage tasks on the move.
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65 KB
A suite of modular applications covering Payroll, Human Resources and Time & Attendance management. Highly scalable, specialised and sophisticated applications that are cost-effective, open and easy-to-use.
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1.33MB
Achieve a complete and consistent
customer view across the enterprise with
Microsoft Dynamics CRM
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1.97 MB
xRM refers to a flexible and extensible framework within Microsoft Dynamics CRM. This framework enables organizations to rapidly modify Microsoft Dynamics CRM through a point-and-click interface to better fit their customer relationship management needs or to manage other relationships. When combined with Microsoft SharePoint, the framework helps support any relationship scenarios through its complementary capabilities. The most common connection points between xRM and SharePoint include embedded document repositories, portal integration, enterprise search, and dashboards.