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Microsoft Dynamics CRM (Archived)

Link CRM 2016 account with sharepoint library folder

Posted on by Microsoft Employee

this is my scenario

I have SharePoint 2013 (on premise) integrated with CRM 2016 (on premise) I also have onedrive syncing a folder with subfolders full of documents to sharepoint. I can see all the document in sharepoint when I open the site, however what I am trying to achieve is a link from an account in crm to an existing folder in sharepoint containing all the document relating to this account.

ultimately I want to be able to save a document on the server which is then synced to sharepoint and appear in crm under the account to which the folder is linked to.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Link CRM 2016 account with sharepoint library folder

    this is what I have done, to get it working. I have tried to lay it out as best I can.

    on completion of document management settings a library called "Account" based on the entity Account was created in sharepoint.

    I noticed that when you create a new document in CRM it creates a new folder in this library on SharePoint, based on the account name (if accepting the defaults).

    on the local server I have a folder c:\data (Domain share)

    reconfigured onedrive to sync with a new library and set it to sync with  sharepoint library "Account" . set the save location to point to c:\data

    A new sharepoint Link (folder) is created in the data folder, c:\data\sharepoint-account\

    I have a parent folder called "companies" which contain about 60 subfolders each named according to my clients these folders then contain plenty subfolders. I moved all folders out of "Companies" and placed then in this new directory "sharepoint-account" displaying one folder for each client (Account)

    ie

    c:\data\sharepoint-account\client1

    c:\data\sharepoint-account\client2

    c:\data\sharepoint-account\client3

    In CRM I open an account and then open the document form.

    select "Add Location"

    replace the default folder name to match the folder name on the server ie "client1" (without quotes) you will be prompted to create the folder followed with an error that the folder exists, with the option to associate the record id

    once submitted all document including those in subfolders will populate the document form.

    now the users can create new document on their pc save them to the shared drive \\localserver\data\sharepoint-account\client1

    onedrive will sync to SharePoint and CRM will reflect the new doc under the client1 account.

    Hope this helps any one out there with this issue

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Link CRM 2016 account with sharepoint library folder

    If you have an answer, just answer.. That will probably get you some points, but, more importantly, will make it a useful forum.

    As for the original question, personally, I think you just need to add a sharepoint location:

    www.microsoft.com/.../create-or-add-a-location-for-the-first-time.aspx

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Link CRM 2016 account with sharepoint library folder

    do I get points for answering my own question

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