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File Repository for CRM

Posted on 2013-01-10
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Last Modified: 2013-02-04
WE have a 3rd party system that generates 100 PDF files which contain marketing information.  We are also running MS CRM4.  Is there a way to create a link or entity in CRM that points to the file share where these files reside.  The files will be updated a on weekly basis.  If I cannot do that, is there a way to have CRM import the files automatically?
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Question by:bduenges
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by:Feridun Kadir
ID: 38764142
Do you use SharePoint?  SharePoint is a great tool for storing documents. If so, you can make SharePoint libraries visible within CRM. It is a little tricky to set up for CRM 4 but much easier in CRM 2011.

I would be wary of importing large numbers of files into CRM.
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by:bduenges
ID: 38764166
We use CRM 4 and Sharepoint 2007.
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Feridun Kadir earned 2000 total points
ID: 38764184
Then consider storing the documents in SharePoint. In CRM customization, you can configure IFRAMES in the entity forms to show information from external URLs such as SharePoint.
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