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Is Sharepoint the only way to add documents to CRM campaigns? RRS feed

  • Question

  • We have recently started using Microsoft Dynamics and I need to understand how to add sales literature to campaigns. After reading articles everyone seems to use Sharepoint, is this the only way to add documents to a CRM capaign? When testing it only gives me an option to "Specify the URL of an existing SharePoint folder".  

    Also, when under sales Literature, is does not give me an option to "Add a sales attachment" only gives me an option to "Send as e-mail".  Is this because I have not integrated Sharepoint? Thank you!


    Friday, January 17, 2014 6:15 PM