How To investigate having the SharePoint integration create the document record and folder in SharePoint

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Posted on by CRM Develope

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Hi All,

1.User would create account record
2.User selects / triggers the work-flow
3.The process would create the folder in SharePoint and create the directory record in CRM
4.A user would then go to the "Documents" tab on the account record and would see the PDF there

Does anyone know how to do investigate having the SharePoint integration create the document record and folder in SharePoint ?

Thanks

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M.T. Eikelenboom 5,241 on at

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RE: How To investigate having the SharePoint integration create the document record and folder in SharePoint

Are you asking a question on how to develop this, or do you want to troubleshoot an existing solution. Your question is not very clear.