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We have have default server-to-server document integration between CRM online and Sharepoint online.
The default integration is working fine, but we had some existing document libraries from and older version from CRM and that integration was custom.
These document libraries were migrated to sharepoint online and we created the document locations for these manually in code.
The existing ones are breaking when trying to navigate through folders inside.
What I can tell is that the old ones are document libraries in sharepoint, and the new ones that are created through the default integration are folders inside a document library.
The old integration looks like this:
Where "crmdocs", "1" and "a" are sites and "Company" is a document library.In CRM, i have sharepointsites for "crmdocs", "1" and "a" and a sharepointdocumentlocation for "Company"
When i point a sharepointdocumentlocation to "Company", the navigation breaks. I can se inside the library in CRM, but I get an error message when trying to click on folders inside.
The new, default integration is like this:
Where "crmdocs" is a site, "account" is a document library and "Company" is a folder.
Here, i can navigate through subfolder of "Company" from the CRM view.
So my question is: Can a sharepointdocumentlocation with a regarding record in CRM point to the root level of a Document library in Sharepoint and not a folder withtin?
Hi, My understanding is, if you are using OOB integration it will not point to root of document library, everytime you associate a record with account and upload, it will create a folder inside DL and then docs will be uploaded.
You have to use custom code to achieve this functionality.
If found useful, please mark the answer as verified
Have you created these "crmdocs", "1" and "a" are sites in CRM and in the correct hiararchy i.e. CRMDocs >> 1 >> a and while created the document location selected the child site "a" which has the document library "Company" ?
I tried the similar scenatio in my trial org and it worked i.e. account record pointing to document library under the child site.
Hope this helps.
I have www.x.sharepoint.com/sites/crmdocs as the absolute, top level "sharepointsite" in CRM and then i have "1" as a relative sharepointsite, and then "c" as a relative sharepointsite to "1". I have also tried setting "www.x.sharepoint.com/sites/crmdocs/1/c" as the top level absolute sharepoint site.
And i have "Company" as a sharepointdocumentlocation with a regarding record.
And this works. I can view the document library in CRM.
The problem is that the navigation is broken. When i click a folder inside the document library, i get an error message:
"The file can not be found. If you have changed the automatically generated folder name for this document site in SharePoint, you must change the folder name in Dynamics 365 to match the modified folder name."
And this only happens with the "old ones" which are document libraries.
It works fine if they are new folders inside the the "account" document library with the new default integration. '
As you can see, the path is also wrong. It should start with "BCOM"
Im thinking it has something to do with that "Company" is a document library and not a folder.
In my case, i created all the 3 site CRM, CRMSUB & CRMSUBCHILD with the absolute url. I have also validated the site and they are showing validataion status as "Valid". I then created a document library under CRMSUBCHILD called "Adventure" and created a folder and document under that document library.
I then created a document location record for my account record referencing the site CRMSUBCHILD and in url I have give the name of document library. Its working fine for me..
I think you have some incorrect document location mapping or site is not set up correctly.
Hmm. Your path also starts with "sites". 'And "Adventure" is a document library and not a folder? And if you try to navigate down to "Test Folder" it works?
Yes, "Adventure" is a document library which has a document and a folder inside it..
This is so strange. I now have the same setup as you have. And I can view the document library. But i get the error i mentioned before if try to navigate to a sub-folder.
For example "1. Avtaleverk"
I have spoken to MS and they said thath they way the integration works, is that the document location needs to be a folder inside a library and not a document library itself.
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