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Hi there,
My company is planning an integration between sharepoint online and dynamic crm online. we have investigated the OFTB document management integration with sharepoint and it looks great. We understand the requirements of the configuration required to get started but we have one outstanding question. When enabling document management you select what entities and folder structure to use, in order to turn on document management. After you perform this step, to my understanding, the documentation management feature is available for all of the selected entities. However, an additional manual step is required to actually create the folders on an entity by entity basis. Essentially the first time you click on the document management link in the entity it ask if you want to go ahead and create the folder in sharepoint.
I was wondering if there is a way to automatically create these folders for all entities in one shot, perhaps via a script. We have file server with all of our existing documentation for accounts and opportunities and we need to migrate this into sharepoint. As I really dont forsee my sales team manually creating folders for each entity (too time consuming) I figure there must be a way that i can automate the creation of the folders in sharepoint so that I can then copy over the existing content of the file server.
Does anyone have any experience with this, or advice?
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When you click on the Docments navigation area of a record, CRM will prompt you if it can't find a SharePoint document library in the expected location. So your solution would be to create SharePoint document libraries in the appropriate locations. Unfortunately, I don't have the SharePoint expertise to provide instructions for this, so perhaps it's something you could ask on a SharePoint community forum?
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