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I am implementing Customoer Engagement and focusing on Sales and Customer Service. I started with sales and now I find myself in a situation where I don't really know how to implement sharepoint integration.
The sharepoint I want to connect to consist of 3 separate sites, being that 1 is for the sales and marketing team, 1 for the service team and 1 for management.
Concerning Dynamics, I would like to integrate Quotes to the Sales site and Cases to the service team site and also I would like to avoid those automatically created folder because they get a huge and unfriendly name.
I already did some research but haven´t found very recent discussions on the subject.
What would you recommend?
Thank you for writing to us .
As I understand you we are implementing the SharePoint Configuration for the first time . I think the below documents and links contain information around 1 ) Setting up SharePoint integration with CRM , 2) Managing Multiple sites
3) Ensuring the folder creation doesn’t created those GUIDS.
1 ) Setting up SharePoint integration
We can go through the information present in the below links
2.Managing Multiple sites
3.Ensuring the folder creation doesn’t created those GUIDS.
Please mark my answer as verified if you found it helpful. Please let me know if you have any other questions around the above.
Support Engineer - Customer Engagement- Dynamics CRM/PowerApps/Power Automate
I´m going to read all you have shared and provide feedback after.
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