Once the site is created, it is time to create lists. I documented lists extensively previously; here is a linkto an article that describes different ways to create lists. Go ahead and … See more

This step is optional, but if you also want to tie documents stored by a specific client or contact, we can do that too. Just like with the list above, make sure that the Document … See more

Not only do all the lists and libraries need to reside on the same site, but they also need to exist on the same page. This is necessary for the next Step (Dynamic Filtering) t… See more

Next, the most exciting step – we need to set up the Dynamic Filtering feature. I explained it in greater detail here. This will allow our CRM to choose an entry from one list (i.e., Cli… See more