Integration of SharePoint Online and Dynamics 365 CRM Online

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Posted on by Abdul Wahab

12,085 Moderator

Hi All,

I have integration with SharePoint online and Dynamics 365 CRM online for production and sandbox. Both are using same site and folder. I need to make different folder for sandbox and different folder for production. Is there any way? fore example My car entity in sandbox maintain there documents in a folder of share point "car". I want to change this folder to "test car". When I add document from production it use car and when I add document from sandbox it use test car.

Thanks

Regards,

Abdul

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Kokulan 18,054 on at

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RE: Integration of SharePoint Online and Dynamics 365 CRM Online

You have configured Car entity from both Sandbox and Production to point to lets say Car document libary in CRM. Both are pointing to this at the moment right?

Now what if if you go and find the Entity Document Location and change that from Car to a Folder Inside Car Document Library?

Go to Sharepoint and Create Two folders under Car Document Library

01. Car

02. Car Test

Run the following advance find query to get all the Entity Document Locations

It should return records like the following

On your Production

You car entity location should be in the list. Now if you open the record and change the relative URL from new_car to new_car/Car. On your Sandobx, this should be changed to new_car/cartest
Abdul Wahab 12,085 Moderator on at

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RE: Integration of SharePoint Online and Dynamics 365 CRM Online

Hi Kokulan,

May You please elaborate more?

Thanks

Regards,

Abdul Wahab
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Kokulan 18,054 on at

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RE: Integration of SharePoint Online and Dynamics 365 CRM Online

Hi

You should be able to do this by changing the document location of the entity itself.

You have already configured on both and both are pointing to same document library for the entity right

In Sharepoint, create Two Folders under the document library - Car and Test Car

Then on Sandbox, updated the entity location to that folder (Test Car) not the document library

On Production, update the entity location to be Car folder not the document library

Hope this helps
Abdul Wahab 12,085 Moderator on at

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RE: Integration of SharePoint Online and Dynamics 365 CRM Online

Hi LMP,

I know this but I need my one.

Thanks

Regards,

Abdul
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LMP 680 on at

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RE: Integration of SharePoint Online and Dynamics 365 CRM Online

Create a separate subsite for each environment.

Ex.

https://lmpsp.sharepoint.com/sites/DEV

https://lmpsp.sharepoint.com/sites/TEST

https://lmpsp.sharepoint.com/sites/UAT

https://lmpsp.sharepoint.com/sites/PROD