Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Recently I was in a training for a client where I was demoing the CRM – SharePoint OOB integration. So I enabled the integration and then also enabled the Account Entity for Document Management.
However when I opened a Contact and tried to Navigate to the Documents section, I find no link in the Navigation Pane. Looked like the one below.
Bit embarrassing since just before that I told the participants that the document link would appear once I enabled the entity for Document Management.
Bit flummoxed, I checked for the relationship whether mistakenly I have made the relationship display to False. It was not the case.
Then jumped on to the form editor and clicked on the Navigation Pane and then much to my relief, I could see the Documents tab in the available relationships.
Just dragged the relationship on to the Common relationship area. Save and publish the customizations. And much to my relief I could see the Documents link in the Navigation Pane
Small thing. But saves you some moments if you know this.
For consulting/ tools/ training please write to us at email@example.com or visit our website www.xrmforyou.com
Business Applications communities