We are implementing Dynamics CRM 365 which has integration with SharePoint.
Documents can be uploaded from external portal which is integrated with Dynamics CRM 365 and CRM users from CRM.
While uploading the documents user should be able to select the Type of the Document from a list and then upload the same. For Example : Identity Document (Type) ---- DriversLicence.pdf
Can any one help me how to achieve this? Is this possible with the out of box integration?
Or, do we need to do customization from both SharePoint and CRM? like adding metadata in sharepoint etc?
