Keeping CRM Documents Organized with Cloud Storage
Hey Teamswork Community! 👋
If your team stores proposals, contracts, or customer files outside the CRM, keeping everything organized and up to date becomes a real challenge. Cloud Storage in CRM as a Service connects your own SharePoint or OneDrive directly to your CRM records, so every document lands in the right place automatically.
A few things worth knowing:
Grant admin permissions first
Cloud storage won't work until an administrator grants the required app permissions in CRM settings. Get this done before anything else.
Choose the storage type that fits your team
CRM as a Service supports both TeamsWork Cloud Storage and your own Microsoft 365 tenant storage. If your team is not fully on Microsoft 365 yet, TeamsWork Cloud Storage is a ready-to-use option with no setup required.
Let the folder structure build itself
Every time a new record is created, a matching folder is automatically generated in your cloud storage. No manual folder creation needed.
Keep quotations under their related opportunity
Quotation folders are automatically placed inside the corresponding Opportunity folder, keeping all related files grouped together in one place.
Use subfolders to organize further
You can create subfolders directly inside CRM to match your team's workflow within any record.
Upload files by dragging and dropping
No need to browse for files. Just drag them into the CRM interface and they upload instantly.
Create and edit documents without leaving CRM
You can start a new Word, Excel, or PowerPoint file straight from any CRM record. Documents open in Microsoft 365 online, save automatically, and never need to be downloaded or re-uploaded.
Access files from wherever you work
Since everything lives in your Microsoft 365 tenant, you can open and manage documents from CRM, OneDrive, SharePoint, or Teams interchangeably.
Have questions or tips about how your team manages documents in CRM? Share below!