Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

SharePoint list component integration

Posted on by

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?

*This post is locked for comments

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: SharePoint list component integration

    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!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans