Upload documents from CRM to SharePoint, with ONE click
- Configure which entity you wish to integrate with SharePoint – In this example it's the Invoice Entity. Any entity can be configured. You control the location to save in SharePoint and which attribute from the record is updated in SharePoint metadata columns.
- Click SPO button and select if upload is from:
- Hard disk
- Attachments to related Emails to the record
- Record Notes
Select & upload & you are done. As simple as that.
Click here to download
Images for above steps
Image 1: From the record, select SPO Upload function> In OOB integration you need to go to Documents first
Image 2: Upload from Notes > With OOB CRM integration with SharePoint, you firstly need to save the document to hard disk & upload documents one by one.
Image 3: Upload from attachment Emails related to the record > > With OOB CRM integration with SharePoint, you firstly need to save the document to hard disk & upload one by one
Image 4: Documents uploaded to SharePoint with metadata from CRM > The OOB CRM integration with SharePoint, has no metadata and no control over which folder to save the documents.
Image 5: SP Organizer associated view of the documents saved in SharePoint.
Click here to download
