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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SharePoint list compon...
Microsoft Dynamics CRM (Archived)

SharePoint list component integration

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Posted on by bpoindexter

We have Dynamics CRM and are integrating it with SharePoint with the list component.

By default, CRM creates a document library for each type of entity (ie, one for Accounts, one for Contacts, etc).  I don't particularly care for this behavior.  Does anyone know if it is possible to make CRM look to a single document library for ALL documents, and perhaps create a folder within a document library for different entity types?

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    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    The out of the box can't be changed to use a single document library - so you would need to customise it by manually creating folders in sharepoint and the associated document locations - I did a blog series on how to do this a while ago - develop1.net/.../SharePoint-Integration-Reloaded-Part-1.aspx

    Hope this answers your question!

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