Is there a centralized location for documents in CRM to register standard procedures

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Posted on by Cat_Car

Hello,

Is there a centralized location where we can add documents that contains standard procedures for different activities in the CRM Sales (Leads, opportunities, accounts...). Something that could be accessible to users to consult information.

Thanks

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Cat_Car 73 on at

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RE: Is there a centralized location for documents in CRM to register standard procedures

Hello and thank you very much for this information. It is very helpful.
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Christopher Peterson 96 on at

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RE: Is there a centralized location for documents in CRM to register standard procedures

Here's one suggested way from a previous thread: community.dynamics.com/.../1181299
Cat_Car 73 on at

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RE: Is there a centralized location for documents in CRM to register standard procedures

Hello and thank you for your feedback. We already use Sharepoint, but I think I wasn't clear on my question. I am looking for something that is not attached to a specific type such as leads, opportunities or accounts.

I am looking for a general space directly in the CRM to add general information for internal business procedures. Like some tips how to proceed with an opportunity for example and we don't want to add personnalized configurations.

Thanks,

Cat
Eiken on at

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RE: Is there a centralized location for documents in CRM to register standard procedures

Hi,

You can use the SharePoint to save documents.

The following link help you Set up Dynamics 365 Sharepoint Integration.

Microsoft Dynamics 365 Sharepoint Integration: 3 Easy Steps (hevodata.com)

Please refer to this link to Collaborate using SharePoint.

Collaborate using SharePoint | Microsoft Learn