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Microsoft Dynamics CRM (Archived)

SharePoint Integration - by pass limit of 5000 items in library

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Posted on by Community Member Microsoft Employee

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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  • Inogic Profile Picture
    Inogic 24,094 on at
    RE: SharePoint Integration - by pass limit of 5000 items in library

    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

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: SharePoint Integration - by pass limit of 5000 items in library

    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!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SharePoint Integration - by pass limit of 5000 items in library

    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?

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: SharePoint Integration - by pass limit of 5000 items in library

    Hi Shak

    You could create a library for each case?

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