SharePoint - Document Management Settings general error

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Posted on by HenriquePalomo

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Hi guys.

I'm not able to setup the any entity for SharePoint folder creation on CRM. The follow error message appears while trying to setting up:
Any suggestion? Could it be a SharePoint permission error?

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Community Member on at

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RE: SharePoint - Document Management Settings general error

Hi,

maybe to configure the sharepoint integration you should be system admin on both environment:technet.microsoft.com/.../dn531154.aspx

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RE: SharePoint - Document Management Settings general error

Hi Henrique,

Please check following settings are done in your CRM Organization...

1. Enable the Document Management for the entity you are sharing with sharepoint.

Solution--> Entity--> Click the checkbox for Document Management.

2. Goto Settings--> Document Management.

1. Verity SharepointSite is set and validated... and activate the site.

2. Verify the Sharepoint Document Locations is set (check the url is validated)

3. Now goto Document Management Settings and set the valid url and proceed.

Thanks,

Vignesh Mohan

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ARIFNIIT 1,391 on at

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RE: SharePoint - Document Management Settings general error

Please check user(who is configuring SharePoint Integration) should have folder create permission on SharePoint.

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HenriquePalomo 510 on at

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RE: SharePoint - Document Management Settings general error

Hello guys.

Thanks for the answers. I tried to create a folder library direct into the SharePoint but without success. So I think I still need permission to do that from CRM too.

I will ask for permission again, and if it work I will answer here.

Cheers.

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Syed Ibrahim 6,257 on at

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RE: SharePoint - Document Management Settings general error

Hi Henrique,

Check check that the use has full permission like below,

Hope this helps. Pls mark it as verified to close the thread if suggestion resolved your query

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