web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM and SharePoint int...
Microsoft Dynamics CRM (Archived)

CRM and SharePoint integration

(0) ShareShare
ReportReport
Posted on by Community Member

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

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Bas van de Sande Profile Picture
    Bas van de Sande 4,383 on at

    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

  • Community Member Profile Picture
    Community Member on at

    Hi Terry,

    You can also refer

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

    Regards,

    Bilal

    Microsoft Dynamicsâ„¢ CRM Support Engineer

    Please mark my answer as verified if you found it helpful

  • Community Member Profile Picture
    Community Member on at

    Thanks for the responses!

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans