You’re offline. This is a read only version of the page.
55
We are making first steps in Dynamics 365 Sales with Project Operations and I am finding my way around the SharePoint integration right now. We startet with Microsoft 365 a year ago (still having our old CRM system) and have established a process where every Account has created it's own team with at least two channels "General" and "internal". So ideally, if we'd like to have "Account" as the main entity for the folder structure those folders would already exist in SharePoint. Is there a way to use them instead of having a second folder created (Dynamics/SharePoint) in addition to the one already existing (Teams/SharePoint). It seems to be possible to set up several SharePoint sites in Data Management, so we could (manually) add those sites already existing per account created from Teams, but would this work?
Besides the point that we would like to have ONE place where files related to an account are stored, this would also help with our rights management compared to having one new SharePoint site, where you would have to manually restrict access rights to whom might have access to the specific account.
Any ideas? Or someone might shed some light on how this SharePoint storage in Dynamics works?
Share
Report
All responses (
Answers (
