Automatically create and populate SharePoint URLs in CRM

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Posted on by Benjamin Rutledge

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I have a very specific SharePoint structure. I do the initial setup on all user's MySite's so I can add a couple of business required folders/libraries and groups. One of the functions is an email-enabled (i.e. usernamescans@sp.domain.com) library for attachments from our scanner called Scans (i.e. https://my.domain.com:443/me/username/scans). I want to put the following things in the header on the user form and various other forms throughout the environment:

Shared Documents (URL): https://my.domain.com:443/me/username/shared%20documents

Scans Folder (URL): https://my.domain.com:443/me/username/scans

Scans Email (email): usernamescans@sp.domain.com

I'd like CRM to automatically take the user's username and generate these entries upon user creation. SharePoint will always be the same, so it's just up to me to get CRM to do the work.

Does anyone have any ideas? I'm open to nearly any solution.

Thanks,

Benjamin Rutledge

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Gus Gonzalez 27,113 on at

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You can populate this with a workflow upon user creation...just use a combination of text and dynamics field to populate the information.

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Benjamin Rutledge 635 on at

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Gus,

That totally makes sense, but I don't seem to get the option to set any values in the Header, only in the form body.

Thoughts?

Thanks,

Benjamin

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Gus Gonzalez 27,113 on at

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The fields on the header are just showing information recorded on the fields on the form...so record the information on the fields on the form and the information will show up on the fields on the header.

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Benjamin Rutledge 635 on at

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You're right. They were just easy to overlook the fields in the form because I didn't put them there.

One final solution and I think this will do: how do I get the User Name(User) value to be just the username not the DOMAIN\username for the variable?

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Gus Gonzalez 27,113 on at

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You would have to select a field from the user entity, like "last name" or a combination of "firstname.lastname" or "First Initial+Last Name", I am not sure how your domain names are created.

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Benjamin Rutledge 635 on at

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Because my domain users are almost exclusively firstinitiallastname, I ended up just adding a new business required field to the User form in which I now type the username sans domain name as a text string. I then use that variable in the workflow. I also had to take the fields out of the header to make the hyperlinks clickable. Thanks for the guidance.

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