Product - SharePoint

PDiCRM SharePoint Integration

The new CRM (v8.0.5.8 onwards) integration requires that an Azure App Registration needs to be completed. Without this being completed the PDi CRM application will not be able to link to your SharePoint documents. Browse to the url: https://portal.azure.com The above website must be loaded and logged in with your primary Microsoft account, before the following steps can be completed.
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