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In a CRM Online 2015 environment, I have SharePoint Online integration enabled for Account and some related entities e.g. a custom quote entity.
Some documents for Account and quote had been migrated to SharePoint under the following folders using Sharegate migration tool:
Account - SharePoint site > Documents (document library) > Accounts (folder) > [GUID] folder
Quote - SharePoint site > Documents (document library) > Quotes (folder) [GUID] folder
Document location records were created (with KingswaySoft SSIS integration toolkit for CRM) so migrated documents display ok in Documents section of those migrated Account and quote records.
User receives a File not found error after confirming on SharePoint folder creation for all newly created quote records for accounts with migrated documents as attached below. The same error also happens for system entities associated with accounts with migrated documents.
In SharePoint, the following document libraries were created when SharePoint being configured the first time.
Account - SharePoint site > Account (document library)
Quote - SharePoint site > Quote (document library)
Has anyone crossed this problem before or have idea on which file is missing and how this can be fixed without having to implement plugin to create sharepoint folder and document location on create of quote records?
Thinking to remigrate documents to the Account document libraries created during the SharePoint configuration so the out of box folder creation process can pick up that to create quote folder however not certain if it will definitely fix this issue since out of box process created folder naming seems inconsistent e.g. Account are either with name "AccountName_AccountIDwithoutDashes" or "AccountName".
Any thoughts are appreciated.
Thanks,
Jacqui
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Reconfigure SharePoint to NOT based on Account entity and also disable then re-enable SharePoint for quote entity fixes the issue - I also remove quote's document library manually in SharePoint before re-enabling so it gets re-generated.
There are few usability behaviors I noticed during testing below.
1. With folder creation based on Account entity, uploaded quote document was also displayed in the Account Documents list if user uploads document quote before folder is generated for Account. It doesn't happen if user uploads document to Account first. This isn't the case after changing settings to be not based on Account entity.
2. User sometimes gets prompted about Permission Denied (log attached below) in both settings.
Hope this information is useful to someone who's crossing the similar problem.
Cheers,
Jacqui
| <CrmScriptErrorReport> | |
| <ReportVersion>1.0</ReportVersion> | |
| <ScriptErrorDetails> | |
| <Message>Permission denied</Message> | |
| <Line>22668</Line> | |
| <URL>/_common/global.ashx?ver=-1652527449</URL> | |
| <PageURL>/form/page.aspx?lcid=1033&themeId=f499443d-2082-4938-8842-e7ee62de9a23&tstamp=-1818420161&updateTimeStamp=635768596522939567&userts=130971015453690345&ver=-1652527449#_CreateFromId=%7b5FBDA99B-68B9-E511-80FA-C4346BC54034%7d&_CreateFromType=1&etc=10022&pagemode=iframe&theme=Outlook15White&counter=1452629492725</PageURL> | |
| <Function>anonymousermissiondenied</Function> | |
| <FunctionRaw>Error: Permission denied</FunctionRaw> | |
| <CallStack> | |
| <Function>anonymousermissiondenied</Function> | |
| </CallStack> | |
| </ScriptErrorDetails> | |
| <ClientInformation> | |
| <BrowserUserAgent>Mozilla/5.0 (Windows NT 10.0; WOW64; Trident/7.0; .NET4.0C; .NET4.0E; InfoPath.3; .NET CLR 2.0.50727; .NET CLR 3.0.30729; .NET CLR 3.5.30729; rv:11.0) like Gecko</BrowserUserAgent> | |
| <BrowserLanguage>en-US</BrowserLanguage> | |
| <SystemLanguage>en-US</SystemLanguage> | |
| <UserLanguage>en-NZ</UserLanguage> | |
| <ScreenResolution>1778x1000</ScreenResolution> | |
| <ClientName>Web</ClientName> | |
| <ClienState>Online</ClienState> | |
| <ClientTime>2016-01-13T09:11:38</ClientTime> | |
| </ClientInformation> | |
| <ServerInformation> | |
| <OrgLanguage>1033</OrgLanguage> | |
| <OrgCulture>5129</OrgCulture> | |
| <UserLanguage>1033</UserLanguage> | |
| <UserCulture>5129</UserCulture> | |
| <CRMVersion>7.1.1.4314</CRMVersion> | |
| </ServerInformation> | |
| <ServerInformation> | |
| <OrgLanguage>1033</OrgLanguage> | |
| <OrgCulture>5129</OrgCulture> | |
| <UserLanguage>1033</UserLanguage> | |
| <UserCulture>5129</UserCulture> | |
| <CRMVersion>7.1.1.4314</CRMVersion> | |
| </ServerInformation> | |
| </CrmScriptErrorReport> |
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