Configure SharePoint
CRM application is intended to be used together with MS SharePoint for storing the documents and content. This allows for the creation of folders in MS SharePoint from the CRM application.
To configure the SharePoint settings, complete the steps below:
- Navigate to CRM → Settings → SharePoint Settings.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
SharePoint Settings form fields
| Field | Mandatory | Description |
|---|---|---|
| Active | N | Select the checkbox if the SharePoint instance is active. Only one Sharepoint Settings record can be active at the moment. |
| Protocol | N | Select the protocol to be used for the connection to the SharePoint. Available options:
|
| Domain | Y | Specify the domain of your SharePoint instance. |
| Site node name | N | Specify the site node of your SharePoint instance. |
| Login | Y | Specify the login of the user in the SharePoint used for the connection. The user must have privileges to view, create and edit the corresponding folders in the SharePoint. |
| Password | Y | Specify the password of the user in the SharePoint used for the connection. |
| Document folder | N | Specify the title of the document folder in your SharePoint instance. Ensure that the folder is added to the SharePoint instance. If the folder does not exist, the connection will not work correctly. |
| Content folder | N | Specify the title of the content folder in your SharePoint instance. Ensure that the folder is added to the SharePoint instance. If the folder does not exist, the connection will not work correctly. |
In order to open the folder structure from the forms Opportunity, Customer Company, Offering, Content, click the button with the folder icon on the Documents tab.
- To add a folder, click Create. The link to the created folder is added to the corresponding field automatically.
- To open the created folder, click Open. This button is available after the folder creation. SharePoint is opened in the new browser tab.