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

Sharepoint integration with Dynamics CRM

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Posted on by Community Member

Hi all

I have a sharepoint site with a lot of documents of people of my company and I want to sync them to CRM Online

I mean if I create a new contact named "Alan Martinez" if I click on the documents icon I'll see all the documents stored in the sharepoint site about Alan Martinez

I've read a lot of posts and tutorials about the integration but in those tutorials only show how to integrate with a new sharepoint empty site and CRM it creates all the structure according to the entities selected. but I want to integrate CRM with a Sharepoint site that has already its own structure
Is it posible to do that or only works if the CRM wizard creates the structure of the sharepoint?
Like it was explained in this blog post

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  • Verified answer
    NicksTuk Profile Picture
    NicksTuk 1,833 on at

    If you have a structure that maps (more or less) to something you need in CRM, like for example documents related to a contact in a specific folder, you can map the path to that folder on the contact. This is a manual process, and you will have to do it for all records manually. There is no automatic way to map this way. This is the reason why most prefer to use the OOTB mapping available. That works well as long as you work only from CRM, but creates difficulties when working from SharePoint, due to naming conventions and other factors.

  • Community Member Profile Picture
    Community Member on at

    Thank you I've thinked of that :(

    I think I'll need to follow the wizard guide

    Thanks!!

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