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 ?