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Current situation:
- Email activity related to quote or opportunity
- Add attachment => browses on local file system
Requested situation:
- Additional possibility to add attachments that are stored no the SharePoint location bound to the entity the email activity is related to
- Scenario
- User selects "add attachment from SharePoint"
- A popup window appears showing the contents of the SharePoint location
- User selects 1 or more files and clicks 'add'
- The files are added to the email as an attachment
STATUS DETAILS
Needs Votes
Comments
This really needs to be added - to make CRM (Sales) a one stop working dashbard for the organization. As it is now it is not very intutitive for users. Seems like the Sharepoint integration was made 15 years ago and never touched since...
Category: Unified Experience: Search, navigation and performance