Microsoft Dynamics CRM (Archived)

Documents is missing from every record in Dynamic CRM online

(0) Share

Report

Posted on by Community Member

Hello,

I have created one "account" and there is not any documents tab under that "account".

Please help me out on this.

Thanks in advance.

Thanks & Regards,

Kunal

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (1)

Suggested answer

TheMarkChristie 10,328 Moderator on at

Like (0)

Report

Hi Kunal

Have you enabled sharepoint integration for accounts?

Was this reply helpful? Yes No
Suggested answer

TheMarkChristie 10,328 Moderator on at

Like (0)

Report

I would point you to this thread where i have explained setting it up

community.dynamics.com/.../210623

Was this reply helpful? Yes No
Verified answer

Neil Parkhurst 10,727 User Group Leader on at

Like (1)

Report

Is this on a CRM trial system?

I have recently seen an issue that even though SharePoint integration is correctly configured the documents option still doesn't show. I have seen this with CRM online trials on two occasions now.

The solution was simple, open the account form in customizations. Select the navigation option. You may see that the documents option isn't included in the navigation. Add it in and publish the form. Your document option should show.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hello Mark,

I have already enabled it for accounts ... but still i don't see any documents tab under account section

Thanks & Regards,

Kunal

Was this reply helpful? Yes No
TheMarkChristie 10,328 Moderator on at

Like (0)

Report

Have you tried looking at Neils solution as this has also worked in the past

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Yes i've tried that. And it really worked fine.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks Neil your solution worked perfectly fine

Was this reply helpful? Yes No
Muhammad Ali Sakhi 15 on at

Like (0)

Report

This solution worked. Thanks. But why it did not come automatically.

Was this reply helpful? Yes No