This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBased, using a simple workflow.
Add-On: DocumentsCorePack ServerBased (OnPremise)For the MS Dyn CRM Online version of this article, please click here.
This article contains a compatibility chart for all our addons for Microsoft Dynamics CRM 2015. It shows which of our addons are compatible with
This article outlines what to do if you get the following failure notice: Request failed wiht HTTP status 401: Unauthorized.
This article is only relevant if you are using SharePoint folders or SharePoint sites integration of DocumentsCorePack. It does not concern DocumentsCorePack in combination with the CRM integrated SharePoint.It describes how to use MS CRM 2011 list components to show and manage SharePoint documents of your DCP folder or site configuration.It is available from DCP Server version 5.43 on and works with SharePoint 2010 and 2013.
This feature requires AttachmentExtractor 5.24 or higher.
1.) It enables AttachmentExtractor to create custom folder structures based on entity data from the regarding (email) or parent entity (annotation).
2.) It enables AttachmentExtractor to create custom attributes on the sharepoint and fill them with data from regarding (email) or parent entity (annotation).
1. Open the IIS on the SharePoint server and navigate to the SharePoint Site where DocumentsCorePack (DCP) is configured and the UploadFile.asmx WebService is installed. Select the IIS Website and click on Explore as marked in Figure 1.
Figure 1: Click on explore