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TeamSpirit Doc Finder

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Visual overview of all documents that are sent to SharePoint Online from Dynamics CRM Online.

Easily find documents that are stored in SharePoint Online from CRM Online.

TeamSpirit Doc Finder will give you a quick overview of all documents stored in SharePoint Online and adds CRM data to these documents.

With this app, you can:

  • find all documents regarding one account
  • find all documents created or modified by one user
  • find all documents regarding opportunities, cases, accounts or contacts
  • find all documents of type Word, Excel, PowerPoint, PDF or Outlook message
  • or any combination of the above in just a few clicks!

After installing the app, you need to:

  • install our CRM solution on your CRM Online tenant
  • install our SharePoint solution to your SharePoint Online tenant
  • configure SharePoint Search to work with the refiners this app depends on

Visit our product website for installation instructions and support.

Work with Internet Explorer 9 and 10, not 8.