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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Connect existing CRM A...
Microsoft Dynamics CRM (Archived)

Connect existing CRM Accounts to Existing Sharepoint Folders

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Posted on by Jenn_STEP 126

Hi,

I am new to using SharePoint and Dynamics Integration. 

We would like to connect and existing folder in our SharePoint to an existing Account in our CRM.

Can anyone advise how this can be achieved? 

Thanks in advance. 

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I have the same question (0)
  • Jarrod Williams Profile Picture
    Jarrod Williams 1,747 on at

    You are going to need to pull the content out of the old folders from SP and then put them in newly created folders.  You could attempt to create the folder, pull the name, then rename a folder over but I wouldn't  guarantee that would work.  Depending on the number of accounts though, this could easily tip into more work/effort than it is worth.

  • Suggested answer
    Joseph McGregor Macdonald Profile Picture
    Joseph McGregor Mac... 597 on at

    Hi Jenn

    You should be able to do this by manually creating Document Location records

    Document Location records are created regarding a record to define a document location in SharePoint for that record. They generally reference parent document location records for each (if any) folders up the tree to the Document Location record for the Document Library it is in, which then references the SharePoint site record as its Parent

    If possible I would suggest having one of these Document Location records created by the system automatically creating a folder in SharePoint, then then you can inspect the records created. You should then get an idea of how they are structured to be able to manually create them for your preexisting document folders

    Hope this helps

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    In addition to above suggestion, I would suggest to take a look at this blog and see how CRM links records to folder in Sharepoint

    community.dynamics.com/.../understanding-sharepoint-document-locations-for-entity-based-folder-structure-dynamics-crm-sharepoint-integration

    Based on this understading, you should be able to find a way around.

    Hope this helps.

  • Jenn_STEP Profile Picture
    Jenn_STEP 126 on at

    Thanks for this. We have a rather large number of account folders already located within a folder existing on our SharePoint I was thinking I could connect each one individually to SharePoint.

    We also have accounts which relate to HR clients located in SharePoint / HR / Individual account folders, then accounts which relate to Property clients located in SharePoint / Property / Individual accounts. Can CRM accounts connect to separate paths?

  • Verified answer
    Joseph McGregor Macdonald Profile Picture
    Joseph McGregor Mac... 597 on at

    Hi Jenn

    Yes Document Location records can be located in different paths, and different document libraries for different accounts. They do not all have to be with the same document libraries and path

    In fact they could be in different SharePoint sites for different accounts, and an account can have more than one document location attached to it in different paths or sites

    Perhaps try creating a few of them for the accounts in different paths in a non production environment just to verify it all works correctly and get a feel for how it works

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