Natively, Microsoft Dynamics CRM systems are not designed to store or manage documents. Attaching documents in “Notes” in a specific record is traditionally how most people would save documents in Dynamics CRM, this takes up storage space and can add additional expenses
To overcome this limitation we have used “Account Centric” Native Integration of SharePoint with Server-based Dynamics CRM.
Microsoft Dynamics CRM 365 Online
SharePoint 2016 Online
PromptSoftech used following approach to fulfill customer’s requirement: