Hello,
We would like to enhance the current integration between the CRM Online and Sharepoint Online.
We are missing the following feature:
On the Sharepoint:
The opportunity folders are all located in the opportunity folder for an account. We would like to know how to integrate the opportunity status to the folder attributes.
What kind solution exists? Is there a cost?
On the CRM:
On the opportunity document view:
We are missing the Sharepoint ID attribute.
How can we integrate this information in the view?
We are missing the document template from the site collection when creating a new document.
How can we integrate the document template from the site collection?
Regards,
Baptiste.