SharePoint Integration - by pass limit of 5000 items in library

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Hello everyone!

As i understand there is not much you can do or change with document management in crm online .

What i want to do is enable SharePoint Integration for Cases. The problem is that cases are over 5000 items and i want to be able to sync them using OneDrive for Business. To my understanding CRM by default will create a library called Case. Is there a way to somehow create a library with a different name or to create additional libraries in order to be able to sync them?

Also in case i have some manually created cases in SharePoint how can i map them with CRM Records? My guess is that i have to go one by one and upload the files into crm record?

Thanks in advance!

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TheMarkChristie 10,328 Moderator on at

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Hi Shak

You could create a library for each case?

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Community Member on at

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You mean a different document location for each case? That would required tremendous work for 5000+ cases . Isn't there an automated way to do this?

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ScottDurow 21 on at

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The default integration will create a folder for each case in the case library - the limitation of 5000 items is not a hard limit - but more about the user interface - since the CRM list view will show you only the documents under the case you will be fine provided you don't have more than 5000 documents in any one case.

on a related note see my post about the throttling limit - community.dynamics.com/.../sharepoint-integration-reloaded-part-5-belated

Hope this helps!

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Inogic 703 on at

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Hi shak,

Related to the 5000 limit issue Scott has explained it that it is related to the throttling limit.

Regarding the mapping of the SharePoint folders to CRM what you can do is you can create the Document Location records in CRM through a custom windows application or an OOB workflow if the name of the Folders in SharePoint is same as any of the field of the record in CRM and then run it on the records.

Then the respective folder will get associated to the CRM records.

Hope this helps.

Thanks!
Sam

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