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Microsoft Dynamics CRM (Archived)

CRM 2013 Document Management configuring multiple SharePoint Libraries for one entity

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Hi, my organization uses CRM Dynamics 2013 and SharePoint 2010 for document management.  We primarily use "Opportunity" entity with document management, which is stored on one library on a dedicated SharePoint Site collection.  This one library is getting bigger and bigger and causing problems.  We have 24 branch offices all creating documents related to Opportunities and these files are all being stored in a single library.  I'm also aware of the 5000 item list limit threshold for a SharePoint library.  We currently have over 50,000 files in this library.  Is there a way to create multiple libraries, maybe one per branch, and still associate these libraries to the Opportunity entity?  Or can multiple custom entities be created to be associated with branch libraries?  Or maybe there's something else I haven't thought of.  Please help!!!  Thank you! 

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    Bruno Lucas Profile Picture
    5,421 on at

    There is not much you can do with the out-of-the-box functionality

    If you set it up using the default location, it can only use that location.

    If you remove the default location, than the user will be allowed to enter their own SharePoint location.

    But than you need to implement something to stop people from entering the wrong SharePoint location.

    If you have a large critical enterprise system you may need to do some customizations

    The Opportunity entity is an out-of-the-box entity. if you replicate that you won't get the sales features to work with the extensions. you will need to analyze something like create a opportunity_doc_X with a relationship maybe. but still, depend on how you use the sales features

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