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crm2011newbie asked a question on 6 Mar 2015 7:27 AM

Hi Guys

Whenever our client merges two entities together having documents in both records, a master record is created within CRM which is the expected behaviour. However, SharePoint consequently create two default sites. Is this due to the limitation of the merge functionality within CRM? (which we suspect ) If so, is there a workaround so that only one default site is created.

We normally would delete the 2nd share point site manually - any advise/suggestions would be most welcome.

Thanks in advance

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Verified Answer
Jason Lattimer responded on 6 Mar 2015 7:54 AM

Correct - when merging records there isn't any functionality built in to merge existing SharePoint folders. This could be something potentially handled with a plug-in. 

Jason Lattimer
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crm2011newbie responded on 8 Mar 2015 3:46 AM

Thanks Jason for your prompt response -

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Verified Answer
Jason Lattimer responded on 6 Mar 2015 7:54 AM

Correct - when merging records there isn't any functionality built in to merge existing SharePoint folders. This could be something potentially handled with a plug-in. 

Jason Lattimer
My Blog -  Follow me on Twitter -  LinkedIn

Reply