Microsoft Dynamics CRM (Archived)

how to set Sharepoint site as default 'yes' in Dynamics 365

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Posted on by Mclare

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Hi ,

How to set a sharepoint site setting , default as 'yes' ?

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PA-29082032-0 on at

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how to set Sharepoint site as default 'yes' in Dynamics 365

The solution by Kassandra Alexandrou (from 18 oct 2022) absolutely works even now in Aug 2024. Just go to Dynamics Advanced Settings, then Settings Dropdown (next to Dynamics 365 logo) on the top left , Document Management -> Document Management Settings and just put in your main sharepoint URL at the bottom and it will verify and automatically generate all the sharepoint folders (after choosing contact or account) and once saved , the sharepoint site page (just refresh) and it will show default is yes.
Kassandra Alexandrou 15 on at

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RE: how to set Sharepoint site as default 'yes' in Dynamics 365

Hello!

I just managed to turn a sharepoint site to Default, selecting Document Management Settings, choosing an entity and changing the URL in the field Sharepoint Site below (image) to the URL of the site I wanted to set as default. This worked. But the site must be verified first.
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woodhouse2020 5 on at

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RE: how to set Sharepoint site as default 'yes' in Dynamics 365

No need to write any code or workflows.

The easiest way I found is to edit the form (SharePoint site information) and add the missing 'default site' entity to it.

The SharePoint site can then be enabled as the default in a normal way from the form.
AmeyHolden 230 on at

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RE: how to set Sharepoint site as default 'yes' in Dynamics 365

Aric Levin you are a super hero thanks for this - can you believe its still an issue two years later!?
Mclare 1,395 on at

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RE: how to set Sharepoint site as default 'yes' in Dynamics 365

Thanks alot . It worked .
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Aric Levin 30,188 on at

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RE: how to set Sharepoint site as default 'yes' in Dynamics 365

Hi,

It seems like that has been missing for a long time, and not sure if Microsoft is planning on fixing this issue.

Saying that, there are a few workarounds.

1. You can create a workflow (on demand), and create an Update Step. In the Update Step, select Update and choose SharePoint Site as the entity.

Click on Set Properties, and in the Additional Fields Tab you will see the Default Site field. Simply Set it to Yes.

Save your changes and Activate the Workflow.

Navigate back to SharePoint Sites entity, select the site that you want to make default. On the command bar, click on the three dots, and select Run Workflow. Select the workflow that you created, and Press OK to run.

Once run, the site will be set as Default.

Hope this helps

2. Write an custom .net application using the SDK to Update the SharePoint Site record and set the default attribute to true.