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Hi Experts, we have a customer who has SharePoint lists set up by customer type. The OOB integration with CRM and SharePoint is 1:1 relationship for account to SharePoint. Is there some way to adjust the relationship to 1:N?
Thank you in advance...
The relationship between CRM and SharePoint is not 1:1 it is via Document Locations.
You can have multiple Document Locations per record - by default, when you first go to the Record if not already created a Default Document Location is created - you can either manually or programmatically create additional Document Locations for the same record (you can also create the default one programmatically - but need to do so before the user manually navigates to the Documents area).
Hello, this customer has account types for example Commercial in SharePoint and then the accounts are added to the Commercial Document area. Is there some way to set this up so that the account type can be selected first then the account and then attach a document to the account?
It really depends on the specifics, as I mentioned previously this is all controlled via Document Locations records (in CRM).
By default Document Locations are relative - so sitting under the Site record, you have a Document Location pointing to the Accounts library, and then for each account another Document Location that has a Parent Document Location and a SharePoint Folder. One thing to understand is that the actual account folders in SharePoint and the respective Document Location records only get created when the user navigates to the specific account records Documents the first time (i.e. by default they are not created when the account is created etc). (Document Locations can also be set as a static URL rather than relative)
The Document Location record has a Regarding (e.g. set to the account record), and this is how it knows to show you the SharePoint content when sitting on the CRM record. So all you need to do is create the respective Document Location records before CRM creates its default ones (or later if you are ok with also having the default ones).
Things to watch out for are:
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