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How to save a document to SharePoint with DocumentsCorePack

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. 

 

PREREQUISITES: 
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:

ONPREMISE
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.

ONLINE:
In the service, configuration please activate SharePoint and specify a SharePoint user as you can see in the figure below. 


In workflows, in the “MSCRM-ADDONS AutoMergeWorkingItem” set the “Save Only Into Temp” to “NO”.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




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