CRM and SharePoint integration

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Posted on by Community Member Microsoft Employee

Hello - I just joined this group and I hope I'm posting this question in the right place.

We are in the process of migration from CRM on-premise with SharePoint integration to CRM online with SharePoint integration.

I am unsure of how to get our documents from SharePoint on-premise to SharePoint online ... and maintain the connection with CRM. What I have found is that when adding documents to CRM online, and having them stored in SharePoint, the path and/or file names have a GUID appended. That did not happen with on-premise integration. Therefore, I am unable to simply open the file locations in File Explorer and copy-and-paste ... like I expected.

On-premise: CRM 2011 / SharePoint 2010

Online: CRM 2015 / SharePoint 2013

Any help or guidance will be Greatly appreciated!

Regards,

Terry

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Community Member Microsoft Employee on at

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RE: CRM and SharePoint integration

Thanks for the responses!
Community Member Microsoft Employee on at

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RE: CRM and SharePoint integration

Hi Terry,

You can also refer

technet.microsoft.com/.../dn531154(v=crm.7).aspx

Regards,

Bilal

Microsoft Dynamics™ CRM Support Engineer

Please mark my answer as verified if you found it helpful
Verified answer

Bas van de Sande 4,383 on at

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RE: CRM and SharePoint integration

Hi Terry,

The SharePoint integration has been changed. In CRM2011 (and 2013) you could use the client based integration which consisted out of server side code running on SharePoint and a client side activeX component running on your CRM webpage.

As of CRM 2015 the integration is done via a serverside integration, meaning that all actions are done via the webservices in SharePoint.

The name + guid attached folders is the standard integration that is offered. If you want to override that behaviour you have to develop a plugin that will create the folder as desired in SharePoint and you have to store the document location (relative folder url) inside the sharepoint document location entity. This is what we do for our customers (e.g. for an account we often use a combination of a relation number and a name instead of a name and a guid. You have to have some mechanism that guarantees that your folder names in SharePoint are unique (a unique relation number often helps ;) )

I think the old CRM / SP environment you were using was running some customizations with regard to the CRM / SharePoint integration, resulting in fancy folder names

I hope this explains a bit more

Bas