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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / ms crm 2016 sharepoint...
Microsoft Dynamics CRM (Archived)

ms crm 2016 sharepoint document default rename.

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Posted on by Suresh Sorde 1,077

Hi All,

I want to rename 'Documents on default site 1' to 'Documents' of account  entity while opening document to sharepoint.

Please check screen shot.

8372.document.png

I want to rename it for all records for old and while creating new records also.

Thanks

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  • Suggested answer
    Justinjose Profile Picture
    Justinjose 2,707 on at
    RE: ms crm 2016 sharepoint document default rename.

    Hi CRM User,

    Go to Settings -> Document Management ->SharePoint Document Locations and change the Documents on Default Site 1 name. Other than workflow i don't think there is an option to set name default "Document". Create a workflow to trigger on create of "Document Location" and set name to "Document". I don't think so  bulk edit is available to change existing records. Set the above workflow to run on demand and, select all record and run the workflow. 

    Thanks

    Justin Jose

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,077 on at
    RE: ms crm 2016 sharepoint document default rename.

    Hi All,

    Any comments? Thanks

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,077 on at
    RE: ms crm 2016 sharepoint document default rename.

    ??

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,077 on at
    RE: ms crm 2016 sharepoint document default rename.

    Can anyone help me on this. Its urgent.

    Thanks

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,077 on at
    RE: ms crm 2016 sharepoint document default rename.

    Hi Shidin,

    Thanks for reply.

    I want to rename it to 'Documents' only. Do not want default site & also want to remove 1.

    Thanks

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: ms crm 2016 sharepoint document default rename.

    CRM User,

    The way creates the name is in this format - "Documents on {SharePoint default site name} 1".

    If you are fine with the above format and just need to change the way the display name of the 'SharePoint site' which is the one used by you organization (see below on the Advanced find query)

    10225.Capture.PNG

    10225.Capture.PNG

    If this answer helps you, please mark it as verified.

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