Store and manage customer documents directly from CRM records. Understand how SharePoint integration brings structured document management to your CRM.
In most small businesses, customer documents live in email attachments, personal desktops, and shared drives — with no connection to the customer record. Dove365 CRM — Starter’s document management changes this fundamentally.
A proposal is sent to a client. Six months later, no one can find the current version. Document management gives every proposal a permanent home linked directly to the opportunity it belongs to.
A signed contract is saved in someone’s OneDrive. When they leave, the document becomes inaccessible. Document management stores files against the account in SharePoint — accessible to the whole team.
A support case references a report sent to the customer. Finding that report means searching email. With document management, the file is linked directly to the case record alongside all other case history.
Document management is accessed through a Documents or Files tab on the relevant CRM record. Uploading from within CRM saves the file to the corresponding SharePoint folder and links it permanently to that record.
On an account, contact, opportunity, or case record, navigate to the Documents tab. All files associated with that record are displayed here — both those uploaded from CRM and those added directly in SharePoint.
Use the upload function in the Documents tab to add a new file. The file is saved to SharePoint and associated with the CRM record immediately — no separate SharePoint navigation needed.
Files can be opened directly from the Documents tab. Editing opens in the relevant Microsoft 365 application — Word, Excel, PowerPoint — with full co-authoring support.
The underlying SharePoint document library contains the same files. Users who work primarily in SharePoint can access and manage files there, and they remain linked to the CRM record.
Good document management isn’t just about storage — it’s about structure. Knowing where files are, who has access, and how they relate to your customer relationships.
Because documents are stored in SharePoint and linked to CRM records, your whole team can collaborate on customer files using standard Microsoft 365 tools — without managing document access separately.
Multiple team members can work on the same document simultaneously using Microsoft 365 co-authoring in Word, Excel, and PowerPoint — no more emailing documents back and forth between colleagues.
SharePoint maintains a full version history for every document. See when a file was last modified and by whom, and restore earlier versions if changes need to be undone.
File access follows SharePoint permissions, which align with your Microsoft 365 governance. There’s no separate CRM document permission system to configure or maintain.
When a colleague uploads a document to a CRM record, the whole team with access to that record can see and open the file immediately — no need to email it around or share a link manually.
Understand how SharePoint integrates with Dove365 CRM — Starter at the platform level — how folders are linked and how the integration works.
Understand how user access to CRM records — and the documents stored against them — is managed by administrators.
Understand how document management supports support case workflows — linking files to specific case records.
Book a free demo and see how Dove365 CRM — Starter can work for your business inside Microsoft 365.