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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sharepoint document lo...
Microsoft Dynamics CRM (Archived)

Sharepoint document location

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Posted on by crmprogrammer2013 2,665

Hi,


I am using CRM 2015 and installed list component to integrate CRM and SharePoint for document management.

Is there an attribute where a document stored in SharePoint is located? I mean the url for a particular document is stored somewhere?

So I can use that attribute in a view to directly open a document by clicking on it for a particular case.

Thank you.

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  • Suggested answer
    Alessandro Graps Profile Picture
    Alessandro Graps 2,664 on at

    Hi, the sharepoint location is Setting, Document Management, Sharepoint Site Entity.

    Here you have your document location. When configure the Sharepoint, you need to check the entity where you want activate. If you open an entity you can find the new menunavigation voice "Document"

  • crmprogrammer2013 Profile Picture
    crmprogrammer2013 2,665 on at

    Hi,

    thanks alessandro, but I am looking for the actual link to the document. Will this link be stored somewhere in CRM? I want to show the link in a view so that users can directly click on it and the document gets opened.

    Thanks again.

  • ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    With the list component integration, document links are not stored in Dynamics CRM - only the folders that contain the documents. See my blog on this - develop1.net/.../SharePoint-Integration-Reloaded-Part-1.aspx

    Hope this helps

  • Inogic Profile Picture
    Inogic 743 on at

    In Dynamic CRM, there is no OOB feature that stores the SharePoint document location in attribute of entity.

    So, if you want this then you need to write a code to store the SharePoint document location in the attribute while integrating or creating documents for particular Entity.

    Thanks,

    Sam

  • Suggested answer
    Suraj Kumbhar Profile Picture
    Suraj Kumbhar 130 on at

    It is stored in Absolute Url field of sharepointdocument entity.


    6710.url.PNG

    Thanks!
    Suraj

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