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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Document Associated Gr...
Microsoft Dynamics CRM (Archived)

Document Associated Grid Missing?

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Posted on by clw 205

Hello:

I keep seeing screen shots of the Document Associated Grid under what I believe to be the Account entity, but for the life of me I can't find this feature anywhere.  Am I missing something obvious here?  I can't seem to find a way to add it to the Account form, or find any reference to it under settings either.

Under the Document Management setting, we've enabled Sharepoint integration as well as OneDrive for Business.  The entity folders populated on our Sharepoint site as expected.

A couple years ago a developer did some customization to our CRM including removing many features he didn't think fit with what we needed at the time.  Is it possible this feature was removed from our CRM?  I've added some features back using XRM toolbox, but didn't see anything about the Document Associated Grid under the sitemap settings.

Any insight would be greatly appreciated, as I've searched an endless amount and can't seem to find how to add this view to our Accounts.

Thank you!

-Chris

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  • clw Profile Picture
    clw 205 on at
    RE: Document Associated Grid Missing?

    Thank you Gopalan!

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Document Associated Grid Missing?

    Please refer this (many links in this web page)

    technet.microsoft.com/.../gg334768.aspx

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Document Associated Grid Missing?

    Please check Document Management option is enabled for Account in the Entity properties. Besides, please check the form navigation includes Document (in form editor).

    Hope you have SharePoint integrated and Entities mapped.

  • clw Profile Picture
    clw 205 on at
    RE: Document Associated Grid Missing?

    That's where I originally went looking for it, but no luck. It's not an option listed. I've got the account form and the information for but no document view.

    Do you know if there is a setting that i'm missing that is causing it not to show up?

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Document Associated Grid Missing?

    When you open an Account record, just next to the name of the record in the navigation bar you can see a down arrow. If you click this, you will see document button.

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