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Hi, I am wondering when creating an account or contact, the sharepoint document folder will be automatically created? I have set the default document folder
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Refer the following:
blog.westmonroepartners.com/creating-a-folder-in-sharepoint-from-a-crm-plugin
Hope this helps
I am following this article, but it only create sharepoint document locaton in CRM not in share point
For more info. refer the following:
Refer the following:
www.c-sharpcorner.com/.../programmatically-adding-document-to-sharepoint-document-library
Hope this helps
Hi,
From code you need to perform two things:
1 - Create the folder under Sharepoint Site Collection that you are using, directly on SharePoint. Notice that for this creation on SharePoint you need to consume the SharePoint Web Services, not Dynamics CRM.
2 - Create a Document Location and set the account or contact on that document location to be related. You need to create the path on CRM by using document locations. You can do this by using Dynamics CRM SDK. Is worth to know how document locations first works on Dynamics CRM.
Cheers!
Pedro Pisco
Hi,
When creating an account or contact record on Dynamics CRM, it will not create the folder (for that records) on SharePoint, you need to navigate to Documents area first.
Cheers!
Pedro Pisco
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