Share
Reporthi, are we able to see document list associated to each account? is that document subgrid?
*This post is locked for comments
You’re offline. This is a read only version of the page.
2,397
hi, are we able to see document list associated to each account? is that document subgrid?
*This post is locked for comments
Hi,
The out of the box sharepoint integration will create a document location for each record. It will also display and allow interaction with the documents via the Documents grid, which essentially displays SharePoint within the CRM window.
Based on the version of CRM and SharePoint there are slight variations in the User Experience.
Good luck!
#1
André Arnaud de Cal...
291,711
Super User 2024 Season 2
#2
Martin Dráb
230,458
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (
