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This Microsoft Dynamics 365 Sales Literature Training Overview for using sales literature entities as basic units of CRM marketing for salespeople to manage and generate leads is important for your Dynamics 365 sales training knowledge.


A Dynamics 365 sales literature item turns out to be the basic unit of a marketing encyclopedia in the Dynamics 365 training on knowledge bases and sales literature (Dynamics 365 Customer Engagement).

Here is a Microsoft Dynamics 365 Sales Literature SharePoint training overview.


If you want to manage your SharePoint document locations as well as documents from Dynamics 365 Customer Engagement you need to understand a few things such as what record types actally support document management. With Dynamics 365 Customer Engagement Sales you can consider to store your documents on SharePoint itself and also manage the SharePoint documents from within your very own app. According to this Microsoft Docs source as of 2/3/2020 you can have document management enabled on the following Entities including Sales Literature, Quote, Article, Product, Opportunity, Lead, Category, Knowledge Article, and Account.

When you do this, the documents that you actually create in Customer Engagement would end up being stored on SharePoint. This enables the power to automatically synchronize such documents to your mobile devices and desktop computers.

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