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Server-based SharePoint integration for CRM

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Posted on by billybonkers

With the server based sharepoint document library integration for CRM, when you click on new document you just get a list of options: Word, Excel, Powerpoint, OneNote as in the picture below. There are no custom Sharepoint document/content types available on the list, like you used to be able to do when using the sharepoint list component.

Does anyone know if Microsoft intend to put this functionality into the sharepoint server integration. It seems to be a bit odd to reduce functionality. The only option at present seems to be to have to click on "open location" and add the document from there, but this is an extra faff.

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billybonkers 75 on at

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RE: Server-based SharePoint integration for CRM

Thanks for the response and the link to the feature voting site, which I was unaware of, I will vote it up.
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ScottDurow 19 on at

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RE: Server-based SharePoint integration for CRM

Hi,

I agree - it should be there. Please go and vote up the idea - ideas.dynamics.com/.../1795337

The only work around is as you describe and use the 'Open location' button.

Hope this helps