Hello,
I would like to know about how to change de Relative URL from the GUID to a different entitty attribute when I am using the SharePoint / CRM integration.
Could anyone help me?
Thank you very much!
*This post is locked for comments
Hello,
I would like to know about how to change de Relative URL from the GUID to a different entitty attribute when I am using the SharePoint / CRM integration.
Could anyone help me?
Thank you very much!
*This post is locked for comments
Thank you!
If you just want te remove the Guid, you can do so. Here's a link to a post describing the setting: spandcrm.com/.../removing-guids-from-folders-in-sharepoint-created-by-crm-2013
If you want to have complete control, the only option would be to custom build a SharePoint integration. The out-of-the-box doen't have a lot of configuration options.
Hello Michel,
Thank you for your quick answer but I would like to go depeer.
I want to configure it for every record automatically. To change manually every record is not the best option in my Project due to large number of documents we are managing in Dynamics.
Could you help me?
Thank you in advance!
Hello Anna,
The URLs to SharePoint locations are stored in the entity called 'Document Location'
Each record has a corresponding record in that entity which tells the SharePoint integration where the folder is.
Alternatively, you can also use Advanced Find to search through all records of 'Document Location'
Hope this helps you. If you have any other questions, please let me know.
If you found my answer helpful, please help the community by marking it as such/verifying it :-)
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