Setup custom SharePoint Document Locations against a CRM Record

In this episode, we will take you through how to set up SharePoint integration by creating an Account SharePoint Document Location, and then associating a Lead Record to that Account, which, in turn, will associate the Lead Document Location inside the Account.

This essentially allows the User to easily find all Lead Document Locations on CRM or SharePoint, that are linked to that Account, with each Lead having its own Folder labelled by the Topic Name. A slight point to note is that if this structure wasn’t required throughout the Sales Process, the Lead Cloud Flow of creating a SharePoint Location would also be required to be set up and run at the Quote Stage. A Lead and Opportunity will use the same SharePoint Storage Location, but a Quote and Sales Order will need to be repointed, otherwise, a Default Location will be created.

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