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I tried enabling it but whenever I enter the SharePoint site URL which is in the same office 365 tenant and hit next, I get this error:
An error has occurred.
I don't know if I am going wrong anywhere. Any suggestions on this would be highly appreciated.
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This is it. We have to be a global admin to enable this feature. And it worked for me.
Hello Tahir,
Go to Settings > Document Management > SharePoint Document locations.
Look for the record that is regarding the record in issue.
Open the record.
Note the folder name (1) – this is to take the documents backup and delete/ rename in SharePoint.
Deactivate the record.
Open the CRM entity record in issue > Documents. The “Unexpected Error” would not be there any more. Depending on your settings, you would either get a prompt to confirm document location, or you would see the option to “Add Location” as below.
document-associated-grid
Click Add Location. Update details if required. Note the folder Name (2).
Click Save.
add-location
Go to the SharePoint site (https://<company>.sharepoint.com/sites/<organization>).
Click on “Site Contents” and go to folder (1).
Download the documents, then rename this record.
Now go to folder (2). Drag drop all downloaded documents from previous step here. Give it a few seconds. Refresh Dynamics CRM and check for the documents in CRM
Few reasons for this issue could be having special characters in the folder location names/very long folder names.
Note: You need “System Administrator” role both in Dynamics CRM and SharePoint to perform all the steps above.
I hope this helps,
Thanks.
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