web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

SharePoint Integration - Document Associated Grid opens wrong document

(0) ShareShare
ReportReport
Posted on by

We have Dynamics CRM 2016 on-premise and SharePoint 2013 on-premise with SharePoint integration enabled for a custom CRM entity. For the most part, the integration works correctly. Folders are created on-demand for each entity and documents can be added and viewed.

The issue we're encountering is that when some documents are uploaded into SharePoint, selecting the documents in Dynamics CRM opens the wrong document from SharePoint (another document in the same folder). This seems to occur randomly, it doesn't correlate with documents that are checked-out or any particular sequence. Accessing the same folder from SharePoint, the documents open correctly.

Inspecting the HTML markup of the page representing the Document Associated Grid, I can see that the document link is stored as an attribute on the table row (<tr>) element. For the document that displays the wrong document, the document link is actually for the wrong document - the generated markup appears to be wrong.

Has anyone encountered this type of issue before?

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at
    RE: SharePoint Integration - Document Associated Grid opens wrong document

    Hi Tom

    You may consult your Sharepoint integration issue to Tenfold , it's a great phone to CRM integration and has all of the features you need and more (click to dial, call pop up, creating new lead and follow up task from pop up, handling multiple matches, etc.). It supports several phone systems and CRMs like MS Dynamics. Here's a list of their integrations: www.tenfold.com/.../dynamics

  • ScottDurow Profile Picture
    21 on at
    RE: SharePoint Integration - Document Associated Grid opens wrong document

    Hi,

    No I've never experienced this before - and it sounds very strange. Are you using server to server integration or the list component? Are there any plugins installed that might affect this behaviour?  I would raise a support ticket with Microsoft about this as soon as possible!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans