This blog article outlines how to save a document to SharePoint with DocumentsCorePack. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically.
1. Make sure to integrate SharePoint with Dynamics 365:
This section outlines how to integrate SharePoint with Dynamics 365. It is valid for CRM 2013 and higher.
Step 1: Please open the Document Management Settings. To do so, please navigate to Settings > Document Management and select the Document Management Settings, highlighted in yellow in the figure below.
Step 2: Select the entities you want to create SharePoint folders for and enter a SharePoint site. This site will be used as the default site for document management.
Step 3: Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the [Next]-button to proceed.
Step 4: The next window provides you with the document library creation status and details. Click on the [Finish]-button in order to finish the setup.
2. Make sure to activate SharePoint on DocumentsCorePack:
Open the Dynamics 365 Settings > DocumentsCorePack > General Settings and make sure that a SharePoint user is specified.
In the DocumentsCorePack Server configuration make sure SharePoint is activated as you can see in the figure below.
In the service, configuration please activate SharePoint and specify a SharePoint user as you can see in the figure below.
How to save to SharePoint?
Please hit the [Create Document]-button and enable the "Save to SharePoint"-checkbox.
In workflows, in the “MSCRM-ADDONS AutoMergeWorkingItem” set the “Save Only Into Temp” to “NO”.
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