web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Document Upload and Ap...
Microsoft Dynamics CRM (Archived)

Document Upload and Approval

(0) ShareShare
ReportReport
Posted on by cherylp

Hi there,

I learned of a feature called Document Approval in Salesforce. Is there something similar MS Dynamics CRM or does anyone have any recommendations for third-party add-ons?

*This post is locked for comments

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow on at
    RE: Document Upload and Approval

    There isn't a document approval workfow in Dynamics however if you use the share point integration you can use sharepoint approval workflows.

    Dynamics Sharepoint integration - msdn.microsoft.com/.../gg334768.aspx

    SharePoint approvals- support.office.com/.../Use-an-Approval-workflow-fd6dc3ed-85b9-4c96-89c0-fc3a3c31448f

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans