Setting up CRM and Sharepoint for the first time and I'm seeking everybody's preference on whether or not to set the folder structure based on an Entity. My first inclination was to yes nest it based on entity Account. After I started doing more research though, I learned about the Sharepoint 5000 item limit mentioned here. It also seemed silly to nest under Account let's say if you have several Incidents/Cases logged under an Account (with files uploaded), then a Sales person comes to that account and because Sharepoint "flattens" folder structures, that Sales person would have to sift through all sorts of Incident/Case uploads when they might be just looking for sales only related items. That issue would get more annoying if you hit that 5000 item limit and then couldn't sort right??? Not to mention you'd hit that 5000 item limit exponentially faster if their nested right?
*This post is locked for comments
I have the same question (0)
