I have created a new “Documents” Entity, now I want to store common sales docs in there

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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:

  • Agreements
  • Collateral
  • Processes
  • Policies
  • Sales Procedures
  • Sales Training
  • Etc.

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.


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