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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Can't see sales li...
Microsoft Dynamics CRM (Archived)

Can't see sales literature in SharePoint

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Posted on by Community Member

I have configured document administration (after installing list component) and created the paths for different entities, included Sales literature. Everything works ok except that in the correspondig SharePoint lilbrary I can't see the documents. The path is correct https://company.sharepoint.com/salesliterature but I can't see the documents uploaded in CRM. Any suggestion?

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    ScottDurow Profile Picture
    ScottDurow 21 on at

    The standard functionality for storing sales literature in CRM (Sales Attachments) doesn't use the SharePoint integration - You need to add documents to the 'Documents' area of a sales literature document to add documents to sharepoint. This will then create a folder under the salesliterature document library that has the same name as the record in crm.

    Hope this helps,

    Scott

  • Community Member Profile Picture
    Community Member on at

    Thanks very much for your help!

  • Community Member Profile Picture
    Community Member on at

    I am not sure I understand this procedure. What we are looking for is the correct place to put our brochures, etc.. so that they can be easily accessed from the CRM for Outlook.

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