CRM 2013 and Sharepoint 2013 Document management - a question

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So I've enabled the document management integration between CRM and sharepoint. We're running both on premise and I've set it to organize by the account entity. It appears to be working as it should but I have a question.

When our sales team gets a lead and attach a document it goes to Website\leads\GUID\documents but if they later qualify that lead and it becomes an account that default document path doesn't change. It's still under "Leads" even though now they're an "account".

While that's fine in CRM since the documents still show up under the object, it doesn't make any organizational sense when you go to manage the files from sharepoint or explorer. You're left with documents sort of spread out between "lead, opportunity, account" but for the same customer.

Does anyone know a nice way to organize this process so that our Sales team can browse the data via CRM as well as make sense of it in Sharepoint?

thanks in advance!

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ScottDurow 21 on at

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RE: CRM 2013 and Sharepoint 2013 Document management - a question

Hi,

I don't know your processes, but perhaps the attaching of documents could be done after the lead is qualified?

The only other option would be to move the files to a new location and create a new document location pointing to that folder.

Hope this helps,

Scott

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