The Microsoft Business Applications Practice at HCLTech is thrilled to be at HIMSS23 in April. That’s right, we’re back in person and excited to be one of the select partners to share a booth with Microsoft.
We've shown you how to store and access electronic documents that are used to present products or services to potential customers using the sales literature feature in Microsoft Dynamics CRM. The common use case assumes that the documents will be stored in and accessed from the master sales literature library in CRM where they will likely be used repeatedly to market specific products or services.
If you are not using the sales literature feature for this common use case, let's consider how we might be able to use the sales literature feature to meet the requirements in a different use case by adding some simple customizations.
In this use case scenario, the requirement is to store documents related to a specific opportunity record and also allow the user to easily email those documents to their contacts from within the opportunity record. You might think it would be easy enough to store the documents in notes related to the opportunity record, but we cannot email documents attached to notes. You could develop a plug in or custom application to provide the required functionality, but let's see how some simple customizations can extend the sales literature feature to meet our requirements without developing code.
When you are ready to email the files related to the opportunity record, simply click on the desired sales literature record in the subgrid.
If there is a desire to secure the files attached to an opportunity record, based on the opportunity owner assignment, you may hide the sales literature navigation link on the command bar so that the sales literature documents can only be accessed from within the opportunity record. This would enforce CRM security based on the owner of the opportunity. However, be aware that sales literature can also be attached from the CRM Outlook Client and hiding this command in Outlook would require a more extensive customization.
As always, if you need assistance the CRM experts at PowerObjects are here to help!!