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Service | Customer Service, Contact Center, Fie...
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How to default the document location for users

(1) ShareShare
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Posted on by 7

I have integrated both Sharepoint and OneDrive for Business into our Dynamics365 system.  

When testing out how this looks, the document location always defaults to the "default Sharepoint" location, which they don't have access to and then they receive this error below:

pastedimage1622038710158v1.png

Is there a way to default that location to always start out on "All Locations" as seen in the screenshot below so they can see all the document in their OneDrive and Shared with them right away without having to select it?

pastedimage1622038881655v2.png

I have the same question (0)
  • Arshad A Shaikh Profile Picture
    on at

    Hello Peter,
    Thanks for reaching out to Dynamics Community Support.

    As per the details mentioned, please follow the below steps and check :
    1. Try resizing the browser window that is restore down > Maximize.
    2. Add the attribute "SharePoint email address" on user entity form. The email address should be same as work email address at SharePoint(Open central Administration -> user profiles -> search for user -> edit profile and verify the work email address).

    If you are using Azure Active Directory for user management, try force sync the user again.

    The default associated view cant be changed.

  • Peter Dawes Profile Picture
    7 on at

    Hi Arshad,

    Thanks for your response and suggestions! I am able to get the security issue fixed, I just hadn't added that user to our sharepoint group at the time of the photo.

    I am okay with the default associated view not being able to be changed, I am just curious as to if you can default the selection of the "Document Location".  Hopefully that clarification of the question makes sense.  Thanks for the tips and suggestions so far!

  • yleclerc Profile Picture
    2 on at
    Did you ever find a solution to default the default filter to "All Locations"?

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