Store and access documents against your CRM records. Understand how SharePoint document management works inside Dove365 CRM — Starter and the business benefits it delivers.
Without integrated document management, customer files live in email attachments, personal drives, and shared folders with no clear connection to the customer record. Dove365 CRM — Starter’s SharePoint integration solves this directly.
Documents stored through Dove365 CRM — Starter are held in SharePoint and linked directly to the relevant account, contact, opportunity, or case. Open the record and the files are there.
Files live in SharePoint — your existing Microsoft 365 document platform. CRM surfaces them in context. No synchronisation required, no separate document system to manage.
File permissions are managed through SharePoint and Microsoft 365, using the same access controls your organisation already has. No separate document permission system to configure.
When SharePoint integration is enabled, Dove365 CRM — Starter links SharePoint document folders to your CRM records. Files uploaded from within a CRM record are stored in SharePoint and remain permanently linked.
An account, contact, opportunity, or case is created in CRM. A corresponding SharePoint document folder is linked to that record.
Users upload files from within the CRM record — no need to navigate to SharePoint manually. The file appears in both CRM and SharePoint immediately.
The underlying SharePoint document library supports co-authoring, version history, and standard Microsoft 365 collaboration features.
Files can be accessed from within the CRM record or directly in SharePoint, depending on the user’s preference and workflow.
The integration between Dove365 CRM — Starter and SharePoint removes the document management problem that most small businesses face — files scattered across inboxes, drives, and chat tools with no connection to the customer.
A CRM account isn’t just contact details. With SharePoint integration, it contains proposals, contracts, reports, and supporting documents — all in one place, against the right record.
Find a customer’s files by opening their CRM record — not by searching email threads or asking colleagues where the document was saved last time.
SharePoint maintains a version history for every document, so you can see how a proposal or contract evolved and restore previous versions when needed.
Multiple team members can work on the same document in SharePoint without emailing versions back and forth. The CRM record always shows the most current version.
Files stored in SharePoint via CRM are governed by your organisation’s SharePoint permissions and retention policies, providing a consistent and auditable document trail.
SharePoint integration can be enabled for contacts specifically, so each contact record has its own associated document folder — useful for client-specific files and compliance-driven document management.
SharePoint integration with Dove365 CRM — Starter uses your organisation’s existing Microsoft 365 infrastructure. Dove365 does not store your documents. Everything stays in your Microsoft 365 tenant.
Understand how email tracking connects your inbox to CRM — the partner integration to SharePoint document management.
The admin guide to configuring and governing SharePoint document management for your CRM environment.
Understand how users and permissions are managed — including access to documents stored against CRM records.
Book a free demo and see how Dove365 CRM — Starter can work for your business inside Microsoft 365.