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HI.
We have dynamics 365 (on premise)and share point 2013(on premise). I installed list component to share point site. But when i added the share point site to document management section in CRM, i got "dynamics 365 list component is not installed" message. Why am i getting that message even though i installed the list component in share point and activated it. Can we have one document library for each entity? Or do we need to specify document location for each record in the entity?
Do we need to go through "Enable server-based share point integration part in CRM?
Hi
I would recommend you enable Server-Based integration as that's the recommended approach. Two key benefits are, the users don't have to login to SharePoint to see documents in CRM and the out of the box documents tab renders much faster compared to List based approach.
Please follow the link below to see if you Sharepoint meets the requirement to enable Server based integration and also to see what you need to do to configure Server based integration
[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/on-premises/on-prem-server-based-sharepoint-on-prem:750:50]
Few other useful links
[View:https://www.cloudfronts.com/enable-sharepoint-for-dynamics-365/:750:50]
[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-sharepoint-integration:750:50]
Can we have one document library for each entity?
Yes you can document library per entity (Non-entity based on configuration) or you can have records stored in folders under Contact / Account (Entity based configuration.)
Or do we need to specify document location for each record in the entity?
No CRM will automatically create folder for each record in Sharepoint and also create the document location in CRM when the user visits the Documents tab the first time.
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