Documents

With the inclusion of SharePoint native integration in Microsoft Dynamics CRM 2013, SharePoint document libraries are now easily referenced and directly accessible from the Account or Contact entities.

Although document libraries can be created from any entity in CRM, they are created by default on Account, Article, Lead, Opportunity, Product, Quote, and Sales Literature.

Image See Chapter 19, “CRM 2013 SharePoint Integration,” for instructions on how to set up SharePoint servers for document library usage.

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