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Microsoft Dynamics CRM (Archived)

SharePoint - Document Management Settings general error

Posted on by 510

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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  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: SharePoint - Document Management Settings general error

    Hi Henrique,

    Check check that the use has full permission like below,

    0116.permission.PNG

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

  • HenriquePalomo Profile Picture
    HenriquePalomo 510 on at
    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.

  • Suggested answer
    ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at
    RE: SharePoint - Document Management Settings general error

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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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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