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Categories CRM App
Created by Guest
Created on May 21, 2024

SharePoint Folder Integration

We store documentation for all of our opportunities in a common SharePoint document library with a folder per Opportunity number.

This allows multiple people to collaborate on the documents in real time.

It would be great if CRM could be linked to a SharePoint document library in the way other apps do and create a pre defined folder structure when an opportunity reaches a certain stage.

The specific opportunity folder within the document library should be accessible directly from CRM too

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