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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How do I add a Documen...
Microsoft Dynamics CRM (Archived)

How do I add a Document Location on Sharepoint for a new Dynamics 365 Custom Entity?

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Posted on by Barbara Forsman 608

I am trying to add a Document Location on SharePoint for a custom entity.  I've added a location in Document Management, SharePoint Document Locations.  But when I try to create a path in a record in my new entity, I get this error:

Error

File cannot be found

I also get this error if I click on Add Location within the record.

Question:

1. What am I missing in the setup?

2. If I run the wizard in Document Management Settings will it overwrite the current 2000+ document locations, or will it just add the new location?

Thanks in advance!

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

    Hi Barbara,

    Ideally you just need to run the Document Management Setting  wizard to enable Document Management for specific entity. In the wizard you select the entity for which you need to enable Document Management and the wizard will create the document Location by itself. It will also give you a entity wise summary of the document location specifying if the location already existed or it is newly created.  

    Refer the following links-

    www.microsoft.com/.../enable-sharepoint-document-management-for-specific-entities.aspx

    www.powerobjects.com/.../get-a-better-understanding-of-the-sharepoint-online-integration-with-dynamics-crm-online

    Hope this helps.

  • Barbara Forsman Profile Picture
    Barbara Forsman 608 on at

    Thank you, Ravi!  That did it!

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