I'm working with a CRM entity that requires document storage across multiple SharePoint team sites, each designated for different departments or teams. I'm seeking guidance on the following:
- Managing Document Locations Efficiently: What strategies can improve user experience, particularly to avoid requiring users to select the correct SharePoint site for uploads every time?
- Synchronizing Data: What are the best practices for keeping documents and metadata consistent across different SharePoint sites?
- Permissions Management: How can I effectively manage security and permissions across multiple sites while ensuring proper access control based on CRM roles?
Any advice, best practices, or recommended tools to simplify this process would be greatly appreciated!