SharePoint & OneNote CRM integrations conflicting to eachother

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We are using CRM 2015 Online.

We have custom code that creates SharePoint folders when we create Account records.

Here I created the account "TestSharePointOneNote001". This generates a SharePoint document location through our plugin. We can verify that in our SharePoint site:

And opening the folder up, we can see our folder structure (defined in our custom code, but just goes to show that it's still correct at this point in time):

But here is where it got tricky. We decided we are going to integrate OneNote aswell - and when we click the OneNote tab of the Activities section, this is what happens :

Refreshing the form and clicking OneNote once more gives another message:

If we go and look in SharePoint after doing this we notice that the SharePoint folder has changed into just a OneNote file..

Please, if anyone has any suggestions how we could get these OneNote files to be placed inside the "Accounts\*Account Name* " folder instead of replacing it, I would appreciate it!

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MDS 1,788 on at

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RE: SharePoint & OneNote CRM integrations conflicting to eachother

Thanks John, that's useful info.

I'd seen the DocumentsCorePack and was quite interested in it. Good to hear some feedback...

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RE: SharePoint & OneNote CRM integrations conflicting to eachother

It isn't mine, actually. They are custom workflows added with mscrm-addons.com 's Document Core Pack (DCP). It is a really nice document generation solution with good Sharepoint integration. As a bonus, they throw in some useful Workflows.

The developers and support are very good. When I explained the problem, they produced an updated build for me that allowed me to accomplish what was needed here.

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MDS 1,788 on at

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RE: SharePoint & OneNote CRM integrations conflicting to eachother

I don't have an answer, but I'm interested in your plugin that creates SharePoint folders on the back of creating Account records. Can you give any more information?

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RE: SharePoint & OneNote CRM integrations conflicting to eachother

Sorry, I have not had time to look into controlling the Onenote creation.

I have modified my approach to add a short value to the end of my top level folders. I consider this a bug. You should create a ticket.

In the meantime, the only solution I see is to append to the folder, or use Onenote to create the folder (folder is created when clicking on Onenote control/tab if it doesnt yet exist)

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RE: SharePoint & OneNote CRM integrations conflicting to eachother

Hi again!

Did you manage to find anything out about the OneNote integration and if it is possible to make changes to it?

We don't want the OneNote files outside of our Account folders, but inside. We don't want to append anything to the Sharepoint folder names either, if possible.

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RE: SharePoint & OneNote CRM integrations conflicting to eachother

Hi Simon. No problem

I am saying to modify the Sharepoint folder.

I don't know if it possible to control anything related to the OneNote file created. But, I am looking into it. It sure would be nice to manufacture the title of the file. "Untitled" is annoying :-)

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RE: SharePoint & OneNote CRM integrations conflicting to eachother

Hi John and thanks for you answer!

Just to clarify; do you mean i should append something in the name of the SP folder or the name of the OneNote file. Because I dont know how or if I could modify the OneNote integration. Is that possible?

The main goal for me is to put the OneNote file inside the SP folder somehow, i.e. inside the "Account XYZ" folder in "Accounts" rootfolder, there is a "Account XYZ" OneNote file along with my subfolders for the account.

Like this:

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What are my options here?

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RE: SharePoint & OneNote CRM integrations conflicting to eachother

I have run into this as well. In my case, I have turned off the appending of the record GUID and use custom Workflow to create folders based on Document Settings. Your plugin essentially does the same thing.

Basically, CRM tells OneNote to create a file with the same name as the entity. If the folder already exists with that same name, things go sideways and the folder attributes are changed in some way breaking navigation via browser. Interestingly, you can still navigate the folder in windows explorer.

A few things you can do.

If the folder does not yet exist and you click the OneNote control, the folder structure and OneNote file will be created properly and all is well. That isn't much help though when you are trying to control the environment by creating SharePoint folder structure for your users.

Modify your plugin to append something to the folder name. Anything that ensures it is not the same as the record name.

For those with no control over folder creation suing OTB functionality, you must leave the default setting of appending the GUID during folder creation. Not an option for most of my customers that need to organize a few sub-folders deep- breadcrumbs can become too long quickly. This results in ugly structure that users hate navigating - and I don't blame them, I don't like it either. Also, you can quickly hit the file size limit in Sharepoint (this includes the entire path of the file)

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