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

CRM - Sharepoint document management integration

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Posted on by Community Member

I have enabled document management for accounts in my CRM instance so I can access and link my documents through to CRM from Sharepoint. I have a set template of folders I need under every account. I can set these folders up in Sharepoint but only the documents in the root directory show up in CRM. Is there away to have the sub-folders show up in CRM also?

Thanks 

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  • Suggested answer
    Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    Hi Cam,

    Are you on CRM online using Server-based SharePoint integration?

    Note that on this case users can’t create folders in CRM and the folders aren’t displayed in CRM.

    technet.microsoft.com/.../dn792527.aspx

    If you are using the List component than you should be able to see the folders:

    www.powerobjects.com/.../crm-2011-sharepoint-2010-configuration-and-folder-structure

  • Community Member Profile Picture
    Community Member on at

    Hi Bruno

    I am using CRM online and Sharepont online as part of office365

  • Suggested answer
    Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    Hi Cam,

    It is very like you are using server based integration.

    Did you click "Enable Server based SharePoint integration"?

    SS001.PNG

    That does not offer the view to folders:

    SS001.PNG

    This article has a screen shot of the 2 different types of integration:

    http://inogic.com/blog/2014/07/server-based-sharepoint-integration-for-microsoft-dynamics-crm/

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello Cam Rae,

    I understood your problem on researching a lot on the issue, I came across power object link that talks about "Use SharePoint Workflows to create CRM 2011 / SharePoint Sub-Folders"

    I guess this should help you resolve your issue

    www.powerobjects.com/.../create-crm-2011-sharepoint-sub-folders

    Regards,

    Dinesh 

    Microsoft Dynamicsâ„¢ CRM Support Engineer

    "Please mark my answer as verified if you found it helpful"

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