troubleshooting Question

Microsoft Dynamics CRM Online 2011 & Attaching Documents

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thegiantsmurfFlag for United Kingdom of Great Britain and Northern Ireland asked on
Microsoft SharePointMicrosoft Dynamics
5 Comments1 Solution566 ViewsLast Modified:
We are in the testing stage of an CRM implemntation.
How do we attach documents into CRM securly. ?
In such a way that I can allow certain users access but not others.

(For example, we dont want the sales rep to see the workings out in a quote, therefore he could see our margins and offer the customer a lower price than appoved by the line manager)

We don't have Sharepoint and are confused on how this can be done.
Do we need sharepoint ?

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