SharePoint Documents 2.3

SharePoint document is feature that offers storing of SuperOffice documents in the customers own SharePoint Online repository

Major features in this version:

  • Configuration for storing SuperOffice documents
    • Site in SharePoint Online
    • Document library in SharePoint Online
    • Folder structure in SharePoint Online
    • Filename in SharePoint Online
  • Configuration for storing SuperOffice Templates
    • Site in SharePoint
    • Document library in SharePoint

  • Configuration of  "Visible for"
    • Turn on "Group access"
    • Map SuperOffice user groups to SharePoint user groups
  • Update of SharePoint document properties with SuperOffice data
  • Storing documents in SharePoint Online when creating documents in SuperOffice using Microsoft 365
  • Create, open, edit and delete documents from SuperOffice in SharePoint Online

  • Support for CRM system user when creating documents

  • Storing email in SharePoint when creating email in SuperOfice or archiving email to SuperOfice using SuperOffice for Outlook or WebTools for Windows. NOTE: This functionality will only work with CRM Online 10.1.2 or later


Distribution:

This feature will be a part of SuperOffice CRM Cloud only.

System Requirements:
  • SuperOffice CRM Cloud
  • Microsoft 365 subscription with SharePoint Online
  • All users must use Azure Active Directory (AAD) to authenticate against SuperOffice CRM Cloud
  • The SharePoint Global Administrator needs to authorise the SuperOffice application in Microsoft 365


Details
Status Released
Product name SharePoint Documents
Version 2.3
Released date 31 May 2022