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I have configured Dynamics to upload documents to our SharePoint Team Site under Document Management Settings.
I have also added 2 Subsites to the SharePoint Sites record. So there is now 3 sites listed. Team Site, Subsite 1 and Subsite 2.
I would like to give the user an option to upload a document under an Account and be able to select which location Dynamics creates the Account folder and saves the document in SharePoint.
Currently, the only option is "Dynamics 365 Folder: Documents on Team Site 1".
Am i missing something?
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Working with what Dynamics defaults to would mean that all Account documents would be saved in one document Library in the default SharePoint location. Thinking about it, we can live with this.
But we need to be able to separate the Accounts by region. From within SharePoint i dont see this being a problem as we can add a drop down column called "Region" and then use a view to group them together.
Is there a way to make Dynamics work with this? When a user uploads a document to the default location in SharePoint can they be forced to select the required region?
Further, is there a way to replace the GUID that Dynamics adds and replace it with the account number of the Account being added?
Ravi, thanks for the input so far.
When you say custom code is that custom that we need to write something or custom that dynamics creates it ?
Hi John,
I am afraid there isn't any otherstraight forwar way to achieve this. When you click on documents in the entity record associated record, CRM auto creates 'Document Location' entity record under the default site.
The workaround I can think of is to create another 'Document Location' entity record under sub site on create of 'Document Location' record. This means that when CRM auto creates the 'Document Location' under the default side, custom code will run which will create another 'Document Location' under the subsite.
Hope this helps.
Ravi, I actually figured that out yesterday but it only adds that SharePoint location to that specific Account.
Is there a way to make the location available to all accounts without the need for the user to go in and add the location.
So when the user hits upload they can select which location from the drop down list?
No, under the Document Associated Subgrid for a record. The default folder will be created under the default site but user will have option to create another folder using the option 'Add Location' and there they can select a different site.
Hope this helps
Add a location? Under Document Management Settings? This just replaces the Team Site settings.
Hi,
Didi you try add location?
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