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→Enable SharePoint in Woodford
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=== Enable SharePoint in Woodford === | === Enable SharePoint in Woodford === | ||
If you have SharePoint integrated in your CRM and you want your users to have access to SharePoint documents from Mobile CRM application, you can enable and set up the SharePoint Integration in Documents Section in a mobile project. | |||
First, you need to enable Documents and SharePoint by checking the checkbox. | |||
Note|Enabling SharePoint Integration will also enable SharePoint Site entity in the mobile project. Please do not make any changes to this entity.}} | |||
If you have SharePoint on premise, you can define the internal and external SharePoint server URL. | |||
Then you need to add Cloud Documents List to entity forms, so that users can access or add SharePoint documents, associated to entity records. | |||
If user credentials for SharePoint differ from the CRM credentials, you need to set SharePoint credentials in Resco Mobile CRM application’s Setup. If SharePoint uses different authentication or you use CRM on-premise vs SharePoint online (or vice versa) than CRM, you also need to specify the '''Type'''. | |||
=== External document synchronization filter options === | === External document synchronization filter options === | ||
[[Category:Woodford]] | [[Category:Woodford]] | ||