Q!365 empowers the way you organize and structure your sales and service projects in Microsoft 365. With Q!365 you automate and inherit your company guidelines.
Get inspired by the following showcase video:
We will show you how folder structures will automatically be created in your Microsoft environment. Quickly upload files to the correct place from within Salesforce. Finally, share with external contacts without having to leave your CRM.
How to use Sharepoint & Teams as background document repository for Salesforce?
Salesforce Integration with SharePoint – powered by Microsoft Graph
This and other details of integration is discussed in the Video from Ragnar Heil (MVP for Microsoft https://ragnarheil.de ) with Andreas Rosen and Dominic Ley from the QKom App Team. QKom offers deep integrations and automation from Salesforce into Microsoft 365 with the App Q!365(↑)
In the following, detailed, video you will see how to create and visualize project folders, who to upload files and to use sharing with external Users – all from within Salesforce.