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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SP Documents does not ...
Microsoft Dynamics CRM (Archived)

SP Documents does not show up in D365 grid for one specific entity

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Posted on by MRVIX 1,421

Hi everyone, We have configured the Documents in D365. However, for one entity, whenever I upload a document the document is being uploaded in SP but not showing up in CRM subgrid. It says "No documents found at this location." Any ideas?

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  • Thanura Wijesiriwardena Profile Picture
    Thanura Wijesiriwar... 10 on at

    Are you uploading the documents via D365 record's Documents view or have you added directly to SharePoint and expecting it to be available against the D365 record?

    Also please check the document locations entity to see whether there is a document location record created/mapped against the specific record.

  • MRVIX Profile Picture
    MRVIX 1,421 on at

    Hi Thanura,

    Thanks for your help.

    We're uploading directly from the D365 record's Documents view. When we check the SP document location, the document is uploaded in the SP folder.

    Regards,

    Marjorie

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    Not sure if you have sub folders structure under the document location.

    1. Check the regarding of the Document location & investigate further

    2. Verify if you try to use “view all files” options, what’s the result

    3. Entity name should be identical in folder name

    4. Do an advanced find for Doc locations & see any discrepancy between different entities

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