Document Management with SharePoint & CRM 2013

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Posted on by Community Member

Hi,

I have a request to check if it's possible to handle documents within an entity without using notes. Seems it can be done by integrating SharePoint with CRM. What I want to know is, if I go ahead with this solution would it be possible to add a subgrid to show the currently uploaded documents and to add new documents through the same subgrid without navigating away from the entity?

Any help on this would be very much appreciated.

Thank you.

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Mandar Joshi 2,116 on at

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Yes, that can be done using Sharepoint integration. All the attached document would be available in the related pane. See below link for more details.

msdn.microsoft.com/.../gg334768.aspx

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