SharePoint Integration Multiple Apps

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Posted on by Bahalzamon

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I am attempting to integrate SharePoint document storage integration.

I have made multiple sites and attached specific tables to those sites across multiple applications.

The issue I am having is that the last table I add to the system all the other tables for that location work but all the other locations break.

Here's an example:

App A
- sharepoint/sites/appA
App B
- sharepoint/sites/appB

If I add a new table/entity to App A all the tables/entities work perfectly fine for App A but break all of App B's, and vise versa because it changes the "default" SharePoint Site.

Looking at the "SharePoint Document Locations" list shows all the documents and their locations but in the app they do not show up.

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Bahalzamon 215 on at

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RE: SharePoint Integration Multiple Apps

Sayen Zhang I thought I would add as much additional detail I could think of in hopes you are able to identify where we are going wrong.

Here are a bunch of images to see exactly what we are seeing.

All SharePoint Sites

BA Team Site

Compliance Site

BA Document Locations

Compliance Document Locations

Document Locations for both

All Document Locations including regarding

What we still see on the project table.
Bahalzamon 215 on at

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RE: SharePoint Integration Multiple Apps

1) two separate SharePoint sites, Project and CompInsurance are created under one SharePoint site

Correct, one main site ZDrive have 2 separate subsites names Project and another named CompInsurance that on creation are using the Document Center template.

2) Tables that we add are existed in both Project and CompInsurance

Incorrect, there are multiple tables all within ONE environment and some are attached to SharePoint in different locations but only ONE attachment per table to a specific SharePoint site. So the tables that pertain to the Project application are attached to the Project SharePoint site and the tables that are part of the CompInsurance application are attached to the CompInsurance SharePoint site.

Heres some additional images that hopefully help.

Completely different tables attaching to different sites. As soon as I set one the other breaks.
Sayen Zhang on at

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RE: SharePoint Integration Multiple Apps

Hi Clinton,

I am sorry that my expression is not clear, could you please let me confirm that you also set up like this situation?

1) two separate SharePoint sites, Project and CompInsurance are created under one SharePoint site

2) Tables that we add are existed in both Project and CompInsurance

Open table added in point "2)", they will show rightly in one app's default site and shows error message "does not have a SharePoint location" in another app.

If so, it is due to system design that we cannot add the same table in two subsites of one site.

Best Regards,

Sayen Zhang
Bahalzamon 215 on at

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RE: SharePoint Integration Multiple Apps

Sayen Zhang Sorry but we aren't understanding your reply.

We have 2 separate SharePoint sites as noted above, Project and CompInsurance.

Here is the scenario and steps that are happening.

Opening the Project app we see all our files, no issue. YAY!!

Opening the CompInsurance app it says we don't have the SharePoint stuff setup for documents.

Go to the settings within the environment within the Admin Center and select the couple of entities/tables fill in the URL pointing to the CompInsurance subsite within SharePoint.

Says success.

Sets the CompInsurance SharePoint site to the default site.

Opening the CompInsurance app we see all our files, no issue. YAY!!!

Opening the Project app it says we don't have the SharePoint stuff setup for documents.

That is the circle we are in. If we go back and re-setup the Project app the Project app SharePoint site becomes the default and breaks the CompInsurance.
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Sayen Zhang on at

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RE: SharePoint Integration Multiple Apps

Hi partner,

Thank you for the information!

It is due to system design that if we add A app's A table in a subsite, records in A table will have document location. After that we add B app's A table in another subsite. Then the same records of A table in A App and B app have already had document location, so these records will show error message in records of B app's A table: "Collaborate and share files easily-ask your admin to enable SharePoint".

For example:

Firstly, create two subsites in a site.

Secondly, enter projects subsite' URL in Document Management Settings and add Marketing app's Account.

Thirdly, enter compInsurance subsite's URL in Document Management Settings and add Customer Service Hub app's Account.

So that each entity record will have one document location, records which already had document location in another app will show error message: "Collaborate and share files easily-ask your admin to enable SharePoint".

If you want to create document location for each record, you need to create one site for one app to avoid this situation.

Best Regards,

Sayen Zhang

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
ams9 25 on at

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RE: SharePoint Integration Multiple Apps

Hi Sayen,

I work with Clinton and providing some screenshots of what occurs when we have multiple locations.

The URL I am talking about is the one pictured below in the Document Management Settings. When we change the SharePoint URL in this window and select the corresponding tables, they already exist.

However, once we change the "/compInsurance" from the previous URL of, for example, "/projects" and uncheck the tables that are not in "/compInsurance" and check the tables that are needed, this happens to all other document locations throughout the entire environment.

The SharePoint site URL that is put in Document Management Settings then becomes our Default Site.

We have subsites for each application in the parent, I am unsure if that causes any issues. So Projects is a subsite and compInsurance is a separate subsite.

Any other guidance on how to fix this issue so we can have multiple subsites with their own document libraries for security purposes would be greatly appreciated.
Sayen Zhang on at

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RE: SharePoint Integration Multiple Apps

Hi Clinton,

Hope you are well.

Can you provide some screenshots to let us know more about the issue?

I have reproduced your settings in my environment but find no breaks in other locations.

Here are my steps:

1. Customer Service Hub

https://org.+ version.sharepoint.com/sites/CustomerServiceHub

2. Marketing

https://org.+ version.sharepoint.com/sites/Marketing

3. When I use Document Management Settings to add a new table in Customer Service Hub, the other tables for that location and all the other locations work well.

Best Regards,

Sayen Zhang