Manage your documents

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Applies To: Dynamics CRM 2013

With Microsoft Dynamics CRM, you can set up folders to save and manage your documents, specify permissions for managing tasks, and ensure that the SharePoint site URLs are correct.

In This Section

SharePoint Document Management software requirements for Microsoft Dynamics CRM 2013

Permissions required for document management tasks

Validate and fix SharePoint site URLs

Install the Microsoft Dynamics CRM List component or enable server-based SharePoint integration

See Also

Administration Guide for Microsoft Dynamics CRM 2013

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