Thursday, 17 March 2016

CRM 2016 Document sharing between CRM Account holder and a Office 365 Account holder with no CRM account


Document sharing between CRM Account holder and a Office 365 Account holder with no CRM account

Documents uploaded by a CRM Account holder in his Sharepoint site related to the out of the box/custom entities be shared with an Office 365 Account holder with no CRM account.
Sharepoint integration was done as in the link.

After the integration, go to any contact as shown below

Add or upload any document as shown below. The Open Location will open the Sharepoint site where these documents are uploaded. You can share the document from there with a Office 365 Account holder with no CRM account. That person will get a mail with a link to the shared document.

Email configuration

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