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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics 365 document ...
Microsoft Dynamics CRM (Archived)

Dynamics 365 document to sharepoint

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Posted on by Oos 99


We make extensive use of the Sharepoint integration of Dynamics. Now I have made a mistake by adjusting something and we can no longer see the documents from Dynamics. When I go to an oppurtunity - documents. It says:

File sharing is not set. Go to [https://aka.ms/StartCollaborate] to connect to this record via a Microsoft Teams method.

It looks like Dynamics no longer sees sharepoint sites or locations, while they just still exist. Anyone have an idea how I can solve this?

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  • Verified answer
    StefanS365 Profile Picture
    StefanS365 3,575 Most Valuable Professional on at

    Hi Oos,

    I think you have activated the Teams integration, so the SharePoint integration is no longer "the default".

    You could disable the Teams integration according to this article:

    docs.microsoft.com/.../teams-install-app

  • Oos Profile Picture
    Oos 99 on at

    Hi, Thank you for your answer, I think we are a little closer to the solution but it is not working yet.

    When I open an opportunity now, the entire 'Documents' is missing in the related menu.

  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,575 Most Valuable Professional on at

    Please check / set the Document Management Settings for Opportunity.

    2019_2D00_07_2D00_05-09_5F00_49_5F00_06_2D00_Document-Management-Settings.png

  • Oos Profile Picture
    Oos 99 on at

    Are you sure? The structure i want to realise is: "x.sharepoint.com/account/opportunity/name".

    Because i already have this structure and want dynamics to fit

    ------------------------


    EDIT: Its working, thanks!

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