Create and manage the ‘site’ from the Office365 SharePoint to sync the documents.
If you don’t have the SharePoint site, you can create and manage the “site” from Office 365 SharePoint to sync the Documents. Follow the below steps to configure the SharePoint sites:
If you have MS Dynamics 365 with administrator login, you can also access the Office 365 products with the same credentials. Login to SharePoint with your ‘Dynamics CRM’ credentials.
After signing in, you will get the Office 365 products on the Office 365 main page.
After signing in, you will get the Office 365 products on the Office 365 main page. Click on the SharePoint to manage the sites and documents. By clicking on the SharePoint, you will get the details of existing sites if any.
You can create a new site by clicking on the Create Site option. When you click on the Create Site option, the right side sidebar will open.
Here you can see the two options: Team Site and Communication Site. Click on ‘Team Site’ to store and manage the documents and other files.
After clicking on Team Site, configure the details and click Next to finalize the site settings.
You will get the list of the Sites in the SharePoint Site after authenticating the SharePoint in the CRMJetty Portal.