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How do I open a Sharepoint link in CRM?

Documents which are older than 3 months are automatically migrated to SharePoint from CRM. When this happens the CRM will display a hyperlink to the document in SharePoint.

If you are not an SCU CRM user and have received a Sharepoint link please contact the email sender and ask them to resend the email with the document attached.

If you are an SCU CRM user and are getting a message saying "access denied" please submit a request to the service desk requesting CRM Sharepoint access.

 

Agent only comment:

Only SCU Staff who have CRM accounts may have access to the CRM Sharepoint site.

If a staff member who is a CRM user requests Sharepoint access, assign the request to the MAD / Windows team to be actioned. For all other requests, instruct the requester to please contact the person who sent them the link and have the document sent instead.
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