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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / document management is...
Microsoft Dynamics CRM (Archived)

document management issues, CRM and Sharepoint online

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Posted on by LockData 200

document management was working now it's not.  I deactivated the list component and reinstalled, no help. In the document management setting, it validates the sharepoint URL, but on the document library creation screen, the status wheel just spins, it doesn't see that folders already exist or create new ones.  Within CRM, it doesn't ask to create folders when needed but existing documents that were uploaded before the problem started are listed and open correctly. 

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  • Inogic Profile Picture
    Inogic 24,088 on at
    document management issues, CRM and Sharepoint online
    Hi,
     
    There can be two possible reasons for these document management issues in CRM. The first reason may be that you have an invalid SharePoint license, which could result in integration problems between CRM and SharePoint. The second reason could be that you have entered an invalid SharePoint URL in Document Management Settings.

    If you are looking for an amazing and useful document management and cloud storage integration solution for Dynamics 365 CRM, then I highly recommend giving the Attach2Dynamics app by Inogic a try. Attach2Dynamics is a powerful Microsoft Dynamics 365 CRM/Dataverse storage app designed to seamlessly integrate with external cloud storage providers such as SharePoint, Dropbox, and Azure Blob Storage. With Attach2Dynamics, you can effortlessly migrate all your Dynamics 365 CRM attachments, notes, documents, and other files to your preferred cloud storage in real time.

    One of the standout features of Attach2Dynamics is its ability to manage all your cloud-stored files and folders associated with a CRM record directly from within the Dynamics 365 CRM environment. This means that you can access and manage your documents without leaving Dynamics 365 CRM. Attach2Dynamics offers a simplified view of all your files and folders stored in your chosen cloud storage service. You can easily perform common file and folder operations such as drag and drop, upload, delete, rename, and more, all without the need to switch between different applications.

    In summary, Attach2Dynamics is a game-changing solution that streamlines document management and cloud storage integration for Dynamics 365 CRM, making it a must-try for organizations seeking to enhance their CRM document management capabilities while maintaining a seamless and efficient workflow.

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    Thanks!
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: document management issues, CRM and Sharepoint online

    I have exactly the same problem. It WAS working. Apart from the hanging/spinning I am also regularly informed that the list component is installed - when it IS.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: document management issues, CRM and Sharepoint online

    Hi

    I ran in the same issue:

    - CRM 2011 UR15

    - SharePoint Foundation 2010 SP2

    - Latest ListComponent (www.microsoft.com/.../details.aspx)

    The message box for library creation not appears!

    Do you have any news about this issue?

    Thanks in advance!

  • Rajesh Ravindran Profile Picture
    Rajesh Ravindran on at
    RE: document management issues, CRM and Sharepoint online

    Hello,

    Is this issue fixed?

    Regards,

    Rajesh.

  • Rajesh Ravindran Profile Picture
    Rajesh Ravindran on at
    RE: document management issues, CRM and Sharepoint online

    Hello.

    Try adding the CRM and SharePoint URL in the Compatibility settings of Internet Explorer.

    Rajesh. R

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: document management issues, CRM and Sharepoint online

    What version is your Internet Explorer? If version 10, you need to switch on compatibility mode (press f12). In my experience it works best when selecting compatibility to IE version 8.

    So, open CRM with IE, then change the compatibility mode. IE should remember that this CRM site will always to be loaded in compatibility mode. Should then work in Outlook.

  • LockData Profile Picture
    LockData 200 on at
    RE: document management issues, CRM and Sharepoint online

    Stephanus, You are correct, works fine in Chrome!  Problem is, we want to use the "CRM client for Outlook", which doesn't work.  (Outlook 2013).  Could there be Explorer settings that need to be changed?  Thanks.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: document management issues, CRM and Sharepoint online

    Hi, as the integration between CRM and SharePoint is done on client-side, it may be an issue with your web browser - which web browser do you use? Do you use the same web browser (and same version) when it was working? Have you confirmed the issue on another computer?

    I would use Fiddler to inspect the requests CRM sends to SP when clicking the documents link - to see if a folder already created for the record - this is the part that seems to be broken for some reasons.

  • LockData Profile Picture
    LockData 200 on at
    RE: document management issues, CRM and Sharepoint online

    The account was created back in May, has always been Sharepoint 2013 and the CRM 2012 update.  I'm pretty sure its the correct list component, "CRM2011-SharePointList2013-ENU-amd64.exe".  Thanks!

  • jlattimer Profile Picture
    jlattimer 24,558 on at
    RE: document management issues, CRM and Sharepoint online

    What version of SharePoint are you on? If you think you are on 2010, double check to make sure you haven't gotten upgraded to 2013 (might look the same). If that is the case, install the 2013 version of the List Component.

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