Hi,
I have a business requirement to explore if we can use SharePoint as a front end tool for uploading documents for the knowledge base, and use CRM as a reference point.
I have shown the business that we can integrate CRM & SharePoint, and gave a demo about the documents uploaded in KB article in the CRM and manage the documents via SharePoint and take the benefit of OOB feature like version control, check in, check out, permissions, following up, etc. Now, the business wants to see if we can do document management for a respective article in SharePoint and all the documents for the respective articles get stored in CRM, so that we can use CRM as reference point. If this works, we want to switch off articles section in the CRM. I am experienced professional in SharePoint, and working for the first time on CRM. Could you please share your thoughts if there is a way to do so and if yes, how can I achieve this?
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