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Hello,
I have created one "account" and there is not any documents tab under that "account".
Please help me out on this.
Thanks in advance.
Thanks & Regards,
Kunal
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This solution worked. Thanks. But why it did not come automatically.
Thanks Neil your solution worked perfectly fine
Yes i've tried that. And it really worked fine.
Have you tried looking at Neils solution as this has also worked in the past
Hello Mark,
I have already enabled it for accounts ... but still i don't see any documents tab under account section
Thanks & Regards,
Kunal
Is this on a CRM trial system?
I have recently seen an issue that even though SharePoint integration is correctly configured the documents option still doesn't show. I have seen this with CRM online trials on two occasions now.
The solution was simple, open the account form in customizations. Select the navigation option. You may see that the documents option isn't included in the navigation. Add it in and publish the form. Your document option should show.
I would point you to this thread where i have explained setting it up
Hi Kunal
Have you enabled sharepoint integration for accounts?
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