We have integrated our Dynamics CRM with SharePoint, all hosted in the cloud.
When viewing the documents through an entity in the CRM, is it possible to allow the user to create new documents based on a template?
Example: On the Opportunity under the Document tab, if I click New, I get the option to create a file, which then opens in web apps. Ideally, I'd like this to give templates as options as well (either as templates added to CRM, or based on templates set
up in Sharepoint).
Is this at all possible at this point?