Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Can no longer add docu...
Microsoft Dynamics CRM (Archived)

Can no longer add documents to Accounts in CRM (SharePoint)

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

All our users get a generic error when they are in an Account in CRM, then choose the "Documents" button. Since setup, this has created a SharePoint folder for the account and allowed the document to be stored in CRM.

The error reads:

Unexpected Error

An error has occurred. 
Try this action again. If the problem continues, check the Microsoft Dynamics 365 Community for solutions or contact your organization's Microsoft Dynamics 365 Administrator. Finally, you can contact Microsoft Support.

I am a Global Admin and I'm also getting the error. This error began within a couple weeks of updating to CRM 9.0. I cannot for the life of me find a viable solution.

Any help would be much appreciated!

*This post is locked for comments

  • NODAL Profile Picture
    NODAL 860 on at
    RE: Can no longer add documents to Accounts in CRM (SharePoint)

    Hi codallas,

    We were also facing same issue after version upgrade to 9.0.

    Solution worked for us is to make sure you check "create folder autometically" checkbox while setting up share point integration in dynamics.

  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: Can no longer add documents to Accounts in CRM (SharePoint)

    If this was working earlier, then perhaps you can dig into SharePoint log files with “Correlation Id” and you will be able to nail-down the culprit...

    SharePoint log file location: C:\Program files\Common Files\Microsoft Shared\Web Server Extensions\14\LOGS

    Regards,

    Pranav

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can no longer add documents to Accounts in CRM (SharePoint)

    I'm happy to try anything, but I'm kind of the "default" admin (limited knowledge set). Would you kindly provide a step-by-step to accomplish your suggestions above? Thank you so much!

  • bac26 Profile Picture
    bac26 2,268 on at
    RE: Can no longer add documents to Accounts in CRM (SharePoint)

    Have you looked at the logs?  Checked that Server Side Sync is setup correctly still?    Any permissions change within Sharepoint?

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans