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Microsoft Dynamics CRM (Archived)

Attach document to SharePoint and get notification

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Posted on by 2,050

Hi,

Is there a possibility to receive an email or some kind of notification when user attaches 

document to SharePoint from CRM.

Thanks in advance 

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I have the same question (0)
  • Suggested answer
    J Matlon Profile Picture
    1,465 on at

    Davor,

    In SharePoint, you can set up an Alert to email you (or whoever) when a document is added.

    To do this, open up your SharePoint location, and go to the root of the Document Library. Then create an alert in this location. The steps to create an alert are different, depending on what version of SharePoint you have.

  • Davor Sed Profile Picture
    2,050 on at

    Thank you,

    Is there a way to send e-mail notification to users that don't have SharePoint licence?

  • Verified answer
    J Matlon Profile Picture
    1,465 on at

    SharePoint and CRM are not directly connected. CRM has a pointer to SharePoint, but SharePoint doesn't have any reference back to CRM.

    So when anything is added to SharePoint, you'd need to use either custom code in SharePoint, a workflow to send an email, or an alert.

    You can send out email notifications to non-licensed users using a SharePoint workflow. The workflow would trigger whenever an item is added to the document library.

  • Rajeshvarma Profile Picture
    40 on at

    Hi,

    Is there any way to send email notification from SharePoint to CRM? if so, please tell me the steps on how to achieve it.

    Thanks,

    Rajesh

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