With Server Based integration between Dynamics CRM 2013 and SharePoint Online, I expected I would have the ability to add a sub grid to an entity that would display all documents associated to the record. The "Documents" entity is not available however in sub grid configuration and users still have to click on the navigation bar to go to the Documents associated view
Comments
This is something that would certainly be more user friendly and will reduce the steps needed for a user to view the documents associated with the record. At present, on the records related document tab, the views cannot even be configured to show a preferred default. There are 2 default system views which are locked down as default. Being able to only make one as default would be very useful too.
Category: Microsoft Office Integration
Thank you for your feedback. Currently this is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future.
Category: Microsoft Office Integration
It's in "under review" status since 2014 and this feature is very useful. In SalesForce.com it's very easy to use and more user friendly.
Category: Microsoft Office Integration
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.