I want to have a Document Library in Dynamics where I can store and update documents that all of our Sales people can reference and use on a regular basis. These documents would be accessible in Dynamics but stored in the background in Sharepoint.
The documents would be updated periodically and I would like to retain version history and I believe Sharepoint will do this.
How do I set something like this up?
Ideally, I would like to click Documents from the main Dynamics menu, and then be presented with a list of document folders, like:
- Sales Procedures
- Sales Training
Clicking on each folder will then display a list of documents in that folder.
I have managed to create a Documents entity, now I want to take this further.