We've got the SharePoint / CRM integration working without issue but I'd like to extend the functionality to allow any documents relating to an account to display in a grid on the main Account form rather than a user having to use the menu bar to select documents (great if you know there's documents, not too helpful if you don't).
Anyone done this using CRM Online? Based on an article I saw for CRM 2011 it looks like it should be doable by going into Customisations and editing the form. Appreciate any feedback / walkthrough on this is anyone's got any collateral to share?
regards,
Arnie






