Open pdf documents uploaded to CRM


CRM contains specific customer documentation that is not part of the general library of sales documentation but still required to show during the customer meeting. Think of account performance reviews or other specific customer reports or preparation documents.

The d!nk CRM CRM Connector allows to open these pdf documents in the app, and use the advanced functionality of the d!nk app to annotate the documents and add to Account Hub for sharing the document with the customer.

For Dynamics CRM, the d!nk CRM Connector will display the list of PDF documents uploaded as part of "Notes" to accounts or contacts in CRM. 

 The uploaded documents will be listed in account or contact details:

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