Manage your documents using SharePoint
Applies To: Dynamics CRM 2015
With Microsoft Dynamics CRM, you can set up folders to save and manage your documents, specify permissions for managing tasks, and ensure that the SharePoint site URLs are correct.
In This Section
SharePoint Document Management software requirements for Microsoft Dynamics CRM
Important considerations for server-based SharePoint integration
Set up SharePoint integration with Microsoft Dynamics CRM
Permissions required for document management tasks
Validate and fix SharePoint site URLs
See Also
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