News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogAttachmentExtractor plugin file access behavior https://www.mscrm-addons.com/Blog/PostId/10201/attachmentextractor-plugin-file-access-behaviorAttachmentExtractor (AE),AE 365Tue, 02 Apr 2019 14:47:12 GMT<p>This blog article outlines the AttachmentExtractor plugin file access behavior if your service stops running. Please consider the following information:&nbsp;</p> <p>The plugins are license independent and will&nbsp;work regardless of the service's license state.&nbsp;</p> <p><strong>SharePoint:</strong><br /> The plugin will always return a file as a .url&nbsp;link if it cannot access the stream.&nbsp;</p> <ul> <li>For<strong> Server2Server</strong> authentification the file access to stream the content&nbsp;of a file is requiring the service to run. The reason is that a new JWT token has to be created once every hour, which is not possible from within the plugin. <br /> <strong>Please notice:&nbsp;<span>You must switch to Office 365 to have access to your attachments after stopping a service.&nbsp;</span></strong>&nbsp;</li> </ul> <ul> <li>Using Online <strong>Office 365</strong> login is independent&nbsp;of the AttachmentExtractor service and will be able to access the file streams, as long as the credentials are valid.&nbsp;</li> </ul> <p>​​</p> <p><strong>AzureBlobStorage (ABS):</strong></p> <ul> <li><strong></strong>ABS is independent of the AttachmentExtractor service and will be able to access the file streams, as long as the SAS-Token is valid.&nbsp;</li> </ul> <p>​</p> <p><span style="font-size: 13px;"> <span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span><span style="background-color: #fcfcfc;"> </span></span></p> <p>&nbsp;</p> <p>&nbsp;</p>10201How to save a document to SharePoint with DocumentsCorePackhttps://www.mscrm-addons.com/Blog/PostId/10200/how-to-save-a-document-to-sharepoint-with-documentscorepackDocumentsCorePack (DCP),DCP 365,GroupCalendar (GC)Wed, 27 Mar 2019 17:46:11 GMT<p style="text-align: justify;">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.&nbsp;</p> <p style="text-align: justify;"> </p> <div style="text-align: justify;">&nbsp;</div> <p style="text-align: justify;"><span style="font-size: 18px;"><strong><span style="color: #0077b3;">PREREQUISITES:&nbsp;</span></strong></span><br /> <strong><span style="color: #0077b3;">1. Make sure to integrate SharePoint with Dynamics 365:&nbsp; </span></strong><br /> This section outlines how to integrate SharePoint with Dynamics 365. It is valid for CRM 2013 and higher.&nbsp;</p> <p style="text-align: justify;"><strong>Step 1:</strong>&nbsp; Please open the Document Management Settings. To do so, please navigate to Settings &gt; Document Management and select the Document Management Settings, highlighted in yellow in the figure below.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Document Management Settings " href="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure1.png"> <img alt="Document Management Settings" width="524,5" height="268,5" class="img-responsive" src="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Document Management Settings<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;&nbsp;</em></p> <p><strong>Step 2:</strong> 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.&nbsp;</p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Select entities and SharePoint site " href="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure2.png"> <img alt=" Select entities and SharePoint site " width="327,5" height="365" class="img-responsive" src="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Select entities and SharePoint site<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p><strong>Step 3: </strong>Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the<strong> [Next]</strong>-button to proceed.&nbsp;</p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create a folder structure based on a certain entity " href="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure3.png"> <img alt="Create a folder structure based on a certain entity" width="292,5" height="325,5" class="img-responsive" src="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Create a folder structure&nbsp;<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p><strong>Step 4: </strong>The next window provides you with the document library creation status and details. Click on the <strong>[Finish]</strong>-button in order to finish the setup.&nbsp;<em>&nbsp;&nbsp;</em></p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Document Library Creation status " href="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure4.png"> <img alt="Document Library Creation status " width="309" height="345" class="img-responsive" src="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Document Library Creation status</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> </div> <p style="text-align: justify;"><span style="color: #0077b3;"><strong>2. Make sure to activate SharePoint on DocumentsCorePack:</strong></span></p> <p style="text-align: justify;"><strong><g class="gr_ gr_60 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="60" data-gr-id="60">ONPREMISE</g></strong><strong>:&nbsp;</strong><br /> Open the Dynamics 365 Settings &gt; DocumentsCorePack &gt; General Settings and make sure that a SharePoint user is specified.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Specify your SharePoint user " href="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure5.png"> <img alt="Specify your SharePoint user " width="352" height="195" class="img-responsive" src="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure5.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Specify your SharePoint user</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> </div> <p style="text-align: justify;"><span>In the DocumentsCorePack Server configuration make sure SharePoint is activated as you can see in the figure below.</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Activate SharePoint in DCP Server configuration " href="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure6.png"> <img alt="Activate SharePoint in DCP Server configuration " width="328,5" height="345,5" class="img-responsive" src="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: Activate SharePoint in DCP Server configuration</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> </div> <p style="text-align: justify;"><strong>ONLINE:<br /> </strong>In the service, configuration please&nbsp;activate SharePoint and specify a SharePoint user as you can see in the figure below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Activate SharePoint online " href="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure7.png"> <img alt="Activate SharePoint online " width="350,5" height="275,5" class="img-responsive" src="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure7.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Activate SharePoint online </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;&nbsp;<br /> <br /> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #0077b3;"><strong>How to save to SharePoint? </strong></span><br /> Please hit the <strong>[Create Document]</strong>-button and enable the&nbsp;"Save to SharePoint"-checkbox.&nbsp;<br /> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Enable save to SharePoint checkbox " href="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure8.png"> <img alt="Enable save to SharePoint checkbox" width="351" height="316" class="img-responsive" src="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure8.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: Enable save to SharePoint checkbox</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;&nbsp;<br /> </em></p> </div> <br /> <p style="text-align: justify;">In workflows, in the &ldquo;MSCRM-<g class="gr_ gr_59 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="59" data-gr-id="59">ADDONS</g> AutoMergeWorkingItem&rdquo; set the &ldquo;Save Only Into Temp&rdquo; to &ldquo;NO&rdquo;.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Set SaveOnlyTemp to NO " href="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure9.png"> <img alt="Set SaveOnlyTemp to NO" width="533" height="314" class="img-responsive" src="/Portals/0/Blog/How_to_save_a_document_to_SharePoint_with_DCP/Figure9.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: Set SaveOnlyTemp to NO</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;&nbsp;&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> </em></p> </div> <p style="text-align: justify;"> <span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></span></p>10200SharePoint Redirectinghttps://www.mscrm-addons.com/Blog/PostId/10196/sharepoint-redirectingAttachmentExtractor (AE),AE 365Wed, 20 Mar 2019 14:03:18 GMT<p>AttachmentExtractor v.2017.21 and newer support redirecting the SharePoint access to a different server.<br /> <br /> All Attachments moved to Sharepoint are saved as a link in Dynamics CRM. If you are moving to a new Sharepoint, AE can redirect the Sharepoint access for its AccessOnDemand-plugins to a different server.</p> <p>To enable this behavior, you need to manually create a setting for the AttachmentExtractor product as described here (<a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365">Link</a><a></a><a name="Link"></a>)</p> <p><strong>Name: </strong>SharepointRedirects</p> <p><strong>Value</strong>: A pipe (|) separated pair of strings defining the original Sharepoint location and the replacement one.</p> <p>Example:&nbsp; https://old_sharepoint<strong>|</strong>https:/new_sharepoint</p> <p>&nbsp;If required, multiple redirects can be defined, separated by semicolons (;)</p> <p>Example:&nbsp; https://old_sharepoint/account<strong>|</strong>https:/new_sharepoint/account<strong>;</strong>https://old_sharepoint/contact<strong>|</strong>https:/new_sharepoint/other_contact</p> <p>​<strong>IMPORTANT:</strong></p> <ul> <li>This does NOT move the actual files on SharePoint, but only redirects the links saved in CRM, when using the retrieve plugins of AttachmentExtractor.</li> </ul> <ul> <li>Multiple redirects are evaluated in order of definition and will stop on the first match</li> </ul> <p>&nbsp;</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span>​​</span></p> <p>&nbsp;</p> <p> <br /> <br /> </p>10196AttachmentExtractor Online Scheme https://www.mscrm-addons.com/Blog/PostId/10190/attachmentextractor-online-scheme*General*,AttachmentExtractor (AE),AE 365Wed, 30 Jan 2019 15:53:20 GMT<p style="text-align: justify;">This blog article outlines how the Cloud service structure for AttachmentExtractor works. AttachmentExtractor will retrieve documents from Dynamics 365 instance, move it to an alternative storage location and deliver it back to Dynamics 365 upon user request.</p> <p style="text-align: justify;">As you can see the figure below shows the Data Flow of AttachmentExtractor in the Cloud:&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Data flow of AttachmentExtractor in the Cloud " href="/Portals/0/Blog/AE_Online_Scheme/Figure_AE.png"> <img alt="Data flow of AttachmentExtractor in the Cloud " class="img-responsive" src="/Portals/0/Blog/AE_Online_Scheme/Figure_AE.png" width="642" height="269" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure: Data flow of AttachmentExtractor in the Cloud</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong><span style="color: #0077b3;">Setup:</span><br /> </strong></em><em>The AttachmentExtractor Service is hosted in our Azure account and placed in the same datacenter the Dynamics 365 environment is hosted to ensure high performance.&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Data flow:</span>&nbsp;</strong></p> <ul> <li style="text-align: justify;">Document Extraction: Based on configuration, the AttachmentExtractor-service checks for new documents in notes or e-mail attachments every X seconds and moves them to the alternative storage (SharePoint or Azure Blob Storage). At the same time, a 2nd query starts working towards historic entries.&nbsp;</li> <li style="text-align: justify;">If an attachment is found, the service moves the file to the corresponding storage location and replaces the reference inside Dynamics 365. <br /> <strong><span style="color: #7f7f7f;">Please note:</span> </strong>For users access inside Dynamics&nbsp; 365 is unchanged. <br /> ​</li> </ul> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Data flow on Retrieval:</span></strong><br /> Please have a look at the corresponding <a href="https://www.mscrm-addons.com/Blog/PostId/10097/the-new-attachment-extractor-plugin-for-transparent-attachment-access" target="“_blank“" style="background-color: #ffffff;">blog article</a>.&nbsp;</p> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Security:</span></strong><br /> All communication between the Dynamics 365 organization and the AttachmentExtractor service is done using the Dynamics 365 web-services and thus is secured communication using https and authenticated likewise to Dynamics 365 itself supporting Server2Server authentification (which prevents you from providing user&nbsp;credentials to us) or access via Office 365 credentials. Documents never get stored on the Service engine.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span><strong><span style="color: #0077b3;">IMPORTANT:</span></strong>&nbsp;<br /> </span>Customers with security concerns regarding our document generation services are eligible to install AE either on their&nbsp;own Azure VM or on local hardware. Please note that for performance reasons an installation in the VM is recommended.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">For Dynamics 365 Online customers the document generation service will be hosted in our Azure account. To ensure high performance it will be located in the same datacenter the Dynamics 365-instance itself is located. The installation can be done directly from our website&nbsp;<a href="http://www.mscrm-addons.com/Home">http://www.mscrm-addons.com</a>.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">​</p> <p style="text-align: justify;"><span style="font-size: 13px;">​<span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p>10190How to specify a DCP SharePoint Save-Location for entities with multiple Save-Locationshttps://www.mscrm-addons.com/Blog/PostId/10155/how-to-specify-a-dcp-sharepoint-save-location-for-entities-with-multiple-save-locationsDocumentsCorePack (DCP)Thu, 22 Nov 2018 08:52:53 GMT<p>This article outlines how to specify a DCP SharePoint Save-Location for entities with multiple Save-Locations</p> <p><span>If you have multiple Save-Locations configured for an entity, you need a way to specify, which one should be chosen by DCP to save the documents.<br /> </span>This can be done with a little customization of your Entity in CRM.</p> <p><span>Add a new Field to your Entity with the DataType &ldquo;Lookup&rdquo; <br /> and the Record Type &ldquo;Document Location&rdquo;:</span></p> <p><a title=" Add new Field " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure1.png" style="background-color: #ffffff;"><img alt=" Add new Field " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure1.png" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Add new Field " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure1.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Add new Field</em></div> </div> <p>&nbsp;</p> <p><span>Add the SaveLocation Lookup to the Form:</span></p> <p><a title=" SaveLocation Lookup " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure2.png" style="background-color: #ffffff;"><img alt=" SaveLocation Lookup " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure2.png" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" SaveLocation Lookup " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure2.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: SaveLocation Lookup </em> </div> </div> <p>&nbsp;</p> <p><span>Make sure you &ldquo;Publish All Customizations&rdquo; in CRM.<br /> </span>Select the Save Location for the Record in the lookup of your entity:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Account Information " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure3.png"><img alt=" Account Information " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure3.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: Account Information</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p><span>In the DCP Template navigate to<br /> </span>&ldquo;Advanced Template Settings&rdquo; -&gt; &ldquo;Create Activities For&rdquo; and activate &ldquo;Enable Advanced Settings&rdquo;.</p> <p><span>In the &ldquo;Save Location&rdquo; specify the lookup field to the Document Location and save your template.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Template Settings " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure4.png"> <img alt=" Template Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure4.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Template Settings </em> </div> </div> <p>&nbsp;</p> <p><span>Your generated document will now be saved into the specified document location. </span></p> <p><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;</span></p> <p><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">That&rsquo;s it!</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #ffffff;">support@mscrm-addons.com</a><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">.</span></p>10155Checkin/checkout issue when uploading documents to SharePoint via DocumentsCorePackhttps://www.mscrm-addons.com/Blog/PostId/10160/checkincheckout-issue-when-uploading-documents-to-sharepoint-via-documentscorepack*General*,DocumentsCorePack (DCP),DCP 365Wed, 21 Nov 2018 08:33:45 GMT<p style="text-align: justify;">This blog article outlines how to act if you are facing the <g class="gr_ gr_21 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="21" data-gr-id="21">checkin</g>/checkout issue when uploading documents to SharePoint via DocumentsCorePack. To be more specific - you have enabled the versioning in SharePoint but DocumentsCorePack is creating new documents every time instead of updating the existing ones. The documents are getting generated without versioning&nbsp;instead it is creating new documents with la el suffixed as (1).&nbsp;&nbsp;</p> <p style="text-align: justify;">For example:<br /> <span style="color: #7f7f7f;">Test Document<br /> Test Document(1)<br /> Test Document(2)<br /> <br /> That&acute;s because of&nbsp;per default our DocumentsCorePack does not support versioning on SharePoint. To activate versioning, please make sure that you are using the latest version DocumentsCorePack, which can be found <a href="https://www.mscrm-addons.com/Downloads/Download-DocumentsCorePack-For-Dynamics365" target="_blank">here</a> and enable the 2 settings displayed in the figure below.</span></p> <p style="text-align: justify;"><span style="color: #7f7f7f;">To do so, please open your Dynamics 365, navigate to Settings and select DocumentsCorePack. In the <strong>General Settings</strong>-tab please scroll down to the <strong>SharePoint Settings</strong>-area and enable the two settings highlighted in yellow.&nbsp;&nbsp;</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack General Settings " href="/Portals/0/Blog/Checkin_Checkout_isssue_when_uploading_documents_to_SharePoint/Figure1.png"> <img alt="DocumentsCorePack General Settings" width="610" height="342,5" class="img-responsive" src="/Portals/0/Blog/Checkin_Checkout_isssue_when_uploading_documents_to_SharePoint/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: DocumentsCorePack General Settings</em></div> </div> <p>&nbsp;&nbsp;</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:office@mscrm-addons.com" style="background-color: #ffffff;">office@mscrm-addons.com</a>.&nbsp;&nbsp;</span><span style="background-color: #fcfcfc;">&nbsp;</span></span></p>10160How to save generated documents to a specified SharePoint URLhttps://www.mscrm-addons.com/Blog/PostId/10138/how-to-save-generated-documents-to-a-specified-sharepoint-url*General*,DocumentsCorePack (DCP),PowerSearch (PS),PS 365Fri, 13 Jul 2018 09:32:18 GMT<p style="text-align: justify;">In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to save generated documents to a specified SharePoint URL in a workflow. More information about how to create a workflow can be found&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">here</a>. We will skip this part and focus on the step which saves the generated documents to SharePoint.&nbsp;</p> <p style="text-align: justify;">Therefore, we have to create a new MSCRM-ADDONS.com AutoMergeWorkingItems, which makes sure that the generated document will be saved to a specified SharePoint URL. To do so, please add a new step to your workflow and set click on the&nbsp; <strong>[Set Properties]</strong>-button. The properties for this step could look like in the example below:&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MSCRM-ADDONS.com AutoMergeWorkingItems properties " href="/Portals/0/Blog/How_to_save_generated_documents_to_a_specified_SharePointUrl/Figure1.png"> <img alt="MSCRM-ADDONS.com AutoMergeWorkingItems properties" class="img-responsive" src="/Portals/0/Blog/How_to_save_generated_documents_to_a_specified_SharePointUrl/Figure1.png" width="484,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: MSCRM-ADDONS.com AutoMergeWorkingItems properties</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;<span style="color: #0077b3;">Name</span><br /> </span><span style="text-align: justify;">Type in the name of your newly created step - a name that reminds you of what it contains.&nbsp; In this case "Save File to SharePoint" makes sense.&nbsp;</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="text-align: justify;"><span style="color: #0077b3;">AutoMergeAction</span><br /> </span><span style="text-align: justify;">Open the drop-down menu and select CreateDocument<strong>.&nbsp;</strong></span>Select this option to create a document in any Microsoft Dynamics 365 standard and/or custom entity.</p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="text-align: justify; color: #0077b3;">PrimaryRecordUrl<br /> </span><span style="text-align: justify;">Insert the PrimaryRecordUrl here by using the Form Assistant on the right side (highlighted in yellow). A description of&nbsp;how to set a PrymaryRecordsUrl-field can be found in this&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">blog article</a>.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="text-align: justify;"><span style="color: #0077b3;"><span style="font-size: 24px;">❹</span>&nbsp;TemplateToExecute</span><br /> Open the Look up-record and select the template which should be executed.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❺&nbsp;</span><span style="color: #0077b3;">SharePoint URL<br /> </span></span><span style="text-align: justify;">Insert here your SharePoint URL, which can be dynamic or static.&nbsp;<br /> If you want to specify a folder, the url has to end with a '/'. eg. https://xyz.sharepoint.com/sites/dcp/account/<br /> If you want to specify a folder and a file name then you type the full url with the filename, but&nbsp; without extension into this field. eg. https;//xyz.sharepoint.com/sites/dcp/account/myfilename</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="text-align: justify;">​</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❻&nbsp;</span><span style="text-align: justify; background-color: #fcfcfc; color: #0077b3;">Direction<br /> </span><span style="text-align: justify; background-color: #fcfcfc;">Select the direction of your SharePoint service here. In this case "Entity to SharePoint" because we want to save a generated document based on an entity to SharePoint.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="text-align: justify;">After defining the properties please&nbsp;save your&nbsp;newly created process and do not forget to activate it in the <strong>My Processes</strong>-section by hitting the&nbsp;<strong>[Activate]</strong>-button in the command bar.&nbsp;&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="text-align: justify;">Please also have a look at this <a href="http://www.mscrm-addons.com/Blog/PostId/10080/how-to-upload-a-sharepoint-document-to-an-email-in-a-workflow">blog article</a> to learn how to upload a SharePoint document to an email.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="font-size: 13px;">&nbsp;</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <p style="text-align: justify;"><span style="text-decoration: underline;"></span></p>10138How to upload a SharePoint document to an email in a workflowhttps://www.mscrm-addons.com/Blog/PostId/10080/how-to-upload-a-sharepoint-document-to-an-email-in-a-workflowDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Fri, 30 Mar 2018 08:59:50 GMT<p style="text-align: justify;"><span>In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to upload a SharePoint document to an email in a workflow. For more information on how to create a workflow, please read this article <a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">here</a>.</span><span style="text-align: justify;">&nbsp;</span></p> <p style="text-align: justify;"><span style="text-align: justify;">After creating your new process, you will be provided with the window where you can define the steps of your&nbsp;process.&nbsp;</span></p> <p style="text-align: justify;"><span style="text-align: justify;"><strong>Step 1: Create Email&nbsp;</strong><br /> First, you have to create an email by using the Create Record-step. Open the drop-down menu and select Email. By hitting the <strong>[Set properties]</strong>-button you can define the properties of this step. For more information on how to create an email, please read this blog article <a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">here</a>.&nbsp;</span></p> <p style="text-align: justify;"><span style="text-align: justify;"><strong>Step 2: Create MSCRM-ADDONS.com AutoMergeWorkingIntems<br /> </strong></span><span style="background-color: #fcfcfc;">Next, we want to create a new MSCRM-ADDONS.com AutoMergeWorkingItem, which makes sure that the SharePoint document will be uploaded to the email properly. To do so, please add a new step. Again, click on the<strong>&nbsp;</strong></span><span style="background-color: #fcfcfc;"><strong>[Add Step]</strong></span><span style="background-color: #fcfcfc;">-button and select Create Record. Then, type in a step description and&nbsp;</span><span style="background-color: #fcfcfc;">use the drop-down menu below</span><span style="background-color: #fcfcfc; color: #4f81bd;">&nbsp;</span><span style="background-color: #fcfcfc;">to set the Create:-section to&nbsp;</span><span style="background-color: #fcfcfc;">MSCRM-ADDONS.com AutoMergeWorkingItems. Next, click on the&nbsp;</span><span style="background-color: #fcfcfc;"><strong>[Set Properties]</strong></span><span style="background-color: #fcfcfc;">-button.</span>&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create SharePoint service " href="/Portals/0/Blog/How_to_upload_SharePoint_document_to_an_email_in_a_workflow/Figure1_Load_file_from_SP.png"> <img alt="Create SharePoint service" height="207" class="img-responsive" src="/Portals/0/Blog/How_to_upload_SharePoint_document_to_an_email_in_a_workflow/Figure1_Load_file_from_SP.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Create SharePoint service -&nbsp;<span style="background-color: #fcfcfc; text-align: justify;">MSCRM-ADDONS.com AutoMergeWorkingItems properties</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;">The properties for this step could look like in the example above, which are explained below.&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❶</span><span style="font-size: 18px;">&nbsp;</span><span style="color: #0077b3;">Name</span><br /> </span></em><em><span style="background-color: #fcfcfc; text-align: justify;"> Type in the name of your newly created step - a name that reminds you of what it contains.&nbsp;&nbsp;</span></em></p> <p><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><em><span style="background-color: #fcfcfc; text-align: justify;"><span style="color: #0077b3;">AutoMergeAction</span><br /> </span></em><em><span style="background-color: #fcfcfc; text-align: justify;">Open the drop-down menu and select AttachToEntity.&nbsp;</span></em>Select this option to attach a created document to any Microsoft Dynamics 365 standard and/or custom entity.</p> <p><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><em><span style="background-color: #fcfcfc; text-align: justify; color: #0077b3;">PrimaryRecordUrl<br /> </span></em><em><span style="background-color: #fcfcfc; text-align: justify;">Insert the PrimaryRecordUrl here by using the Form Assistant on the right side (highlighted in yellow). A description of&nbsp;how to set a PrymaryRecordsUrl-field can be found in this <a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">blog article</a>.&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;"><span style="color: #0077b3;"><span style="font-size: 24px;">❹&nbsp;</span>EntityToAttach (Record URL(Dynamic))</span><br /> Set the cursor in this field and select&nbsp;<span style="background-color: #fcfcfc;">Create Email (Email) in the F</span><span style="background-color: #fcfcfc;">orm Assistant on the right side.&nbsp;</span></span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="text-align: justify; background-color: #fcfcfc;"><span style="font-size: 24px; color: #0077b3;">❺&nbsp;</span><span style="color: #0077b3;">SharePoint URL<br /> </span> </span></em><em><span style="background-color: #fcfcfc; text-align: justify;"> Insert here your SharePoint URL, which can be dynamic or static.&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;">After defining the properties please&nbsp;save your&nbsp;newly created process and do not forget to activate it in the My Processes-section by hitting the <strong>[Activate]</strong>-button in the command bar.&nbsp;&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;"> </span></em></p> </div> <p style="text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></span><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p> <p style="text-align: justify;"><span>&nbsp;</span></p> <p>&nbsp;</p>10080SharePoint path limitation avoidance for AttachmentExtractorhttps://www.mscrm-addons.com/Blog/PostId/10049/sharepoint-path-limitation-avoidance-for-attachmentextractorAttachmentExtractor (AE),AE 2015 / 2016,AE 365Wed, 28 Mar 2018 14:03:14 GMT<p><span style="background-color: #fcfcfc;">SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;</span></p> <p><span style="color: #ff0000;"><strong><span style="color: #4f81bd;">Minimum requirements:</span></strong> <span style="color: #777777;">AttachmentExtractor v.124 or higher&nbsp;</span></span></p> <p><span style="background-color: #fcfcfc; color: #777777;">&nbsp;mscrm-addons products offer several default ways to shorten SharePoint paths:</span></p> <p><span style="background-color: #fcfcfc; color: #777777;">1) We provide you with a</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>default shortening to a maximum of 30 characters + GUID for each folder name</strong></span><span style="background-color: #fcfcfc; color: #777777;">.</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">2) We provide you with a&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>default shortening to a maximum of 128 characters for each file name</strong></span><span style="background-color: #fcfcfc; color: #777777;">.&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">3) ShortIDs: We create a</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>6-characters ID alternatively to the well-known 36 GUIDs</strong></span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">of Microsoft Dynamics 365.</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">4) Use an alternative field for the generation of paths (e.g. instead of account name we can use a unique account number field).</span></p> <p><span style="background-color: #fcfcfc; color: #4f81bd;"><strong>Please note:</strong>&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><strong><span style="color: #4f81bd;">How to activate a ShortID for AttachmentExtractor</span></strong></span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings.&nbsp;<br /> <br /> <span style="color: #ff0000;"><span style="color: #4f81bd;"><strong>Please note:</strong></span>&nbsp; <span style="color: #777777;">You must replace <strong>[YourServiceName] </strong>with your individual service name:&nbsp;</span></span><br /> &nbsp;</p> <p style="background-color: #fcfcfc;">HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">2) Next, set UseShortID to true.</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">3) To define the cutting, you will have to create a new <g class="gr_ gr_54 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="54" data-gr-id="54">settingskey</g>. If you have not created a <g class="gr_ gr_55 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="55" data-gr-id="55">settingskey</g> yet, please have a look at&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9754%2fhow-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>.&nbsp;<br /> <br /> </p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">Depending on which item you would like to customize, please enter the following settings:&nbsp;<br /> <br /> For the <strong>maximum SharePoint folder name length</strong>:&nbsp;<br /> SPMaxFolderLength: [number of characters that should remain]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>maximum SharePoint file name length</strong>:<br /> SPMaxFileLength: [number of characters that should remain]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>minimum SharePoint file name length</strong>:</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPMinFileLength: [minimum number of characters that should remain]<br /> <br /> <span style="color: #777777;"><strong><span style="color: #4f81bd;">Please note: </span></strong>The file extension is never cut!&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>SharePoint folder name attribute</strong>:</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPFolderNameAttribute: enittyschemaname;attributename|</p> <p><span style="background-color: #fcfcfc; color: #000000;"><br /> </span></p> <p><span style="color: #000000;"> </span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;this blog article</a>.&nbsp;<br /> <br /> </p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That's it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!</span></p> <div>&nbsp;</div>10049SharePoint path limitation avoidance for DocumentsCorePackhttps://www.mscrm-addons.com/Blog/PostId/10050/sharepoint-path-limitation-avoidance-for-documentscorepackDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Wed, 29 Nov 2017 13:14:06 GMT<p><span style="background-color: #fcfcfc;">SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;</span></p> <p><span style="background-color: #fcfcfc; color: #4f81bd;">Minimum requirements:</span><span style="background-color: #fcfcfc; color: #ff0000;">&nbsp;</span><span style="background-color: #fcfcfc;">DocumentsCorePack v.167or higher&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;">mscrm-addons products offer several default ways to shorten SharePoint paths:</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;"><br /> 1) We provide you with a<span class="apple-converted-space">&nbsp;</span><strong>default shortening to a maximum of 30 characters + GUID for each folder name</strong>.<span class="apple-converted-space">&nbsp;</span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;">SharePoint folder maximum length:</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;">This setting cuts SharePoint folder names that are longer than a certain amount of characters.&nbsp;<br /> <br /> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;">2) We provide you with a&nbsp;<strong>default shortening to a maximum of 128 characters for each file name</strong>.&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;"><br /> 3) ShortIDs: We create a<span class="apple-converted-space">&nbsp;</span><strong>6-characters ID alternatively to the well-known 36 GUIDs</strong><span class="apple-converted-space"><strong>&nbsp;</strong></span>of Microsoft Dynamics 365.<span class="apple-converted-space">&nbsp;&nbsp;</span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space">&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space">It is recommended to activate ShortId to avoid&nbsp;<span style="background-color: #fcfcfc;">the SharePoint error 414 you get because of the&nbsp;<span style="background-color: #fcfcfc;">path limitations of 260 characters. With ShortId we create a 6-characters ID instead of the 36 GUID like you can see in the example below.&nbsp;</span></span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space">&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space"> </span></p> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space"><a href="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP//Figure1_ShortID.png" title=" Example for ShortId"><img src="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP/Figure1_ShortID.png" alt=" Example for ShortId" width="672" height="85" /></a></span></div> <span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space"> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox">Figure 1: Example for ShortId</div> </span> <p data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox">​</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="color: #4f81bd;"><strong>How to activate a ShortID for DocumentsCorePack</strong></span></p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">To create a ShortID for DocumenstCorePack simply navigate to Settings &gt; DocumentsCorePack in your Microsoft Dynamics 365&nbsp; application.</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">&nbsp;&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">Here, please add/enable the following options:&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;"><strong>Use short Documentation Logic</strong></p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;"><strong></strong><br /> The setting in&nbsp;the figure below cuts SharePoint path automatically.&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">&nbsp;</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;"></span></p> <div class="data-plugin-options="> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;"><a href="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP//Short_ID_DCP.jpg" title="DocumentsCorePack settings"><img style="height: 265px; width: 474px;" src="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP//Short_ID_DCP.jpg" alt="DocumentsCorePack settings" /></a></span></div> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;">Figure 2: DocumentsCorePack settings</span> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> </div> </div> <p><span style="padding: 0cm; border: 1pt none windowtext;"> 4) Use an alternative field for the generation of paths (e.g. instead of account name we can use a unique account number field)</span></p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the&nbsp;<span><strong>SharePoint folder name attribute</strong></span>:</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPFolderNameAttribute: <g class="gr_ gr_46 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling" id="46" data-gr-id="46">enittyschemaname</g>;attributename|</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">e.g.: Account:ptm_name</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;">&nbsp;&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;"><span style="background-color: #fcfcfc; color: #4f81bd;"><strong>Please note:</strong>&nbsp;</span><span style="background-color: #fcfcfc;">Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;">&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;">For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;this blog article</a>.&nbsp;<br /> <br /> </p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That's it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!</span></p> <p> </p> <div>&nbsp;</div> <p>&nbsp;</p>10050Advanced Settings "CreateActivitiesFor" in MS Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10028/advanced-settings-createactivitiesfor-in-ms-dynamics-365DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Tue, 18 Jul 2017 08:50:43 GMT<p style="text-align: justify;"><span style="background-color: #fcfcfc;">This feature extends the existing&nbsp;</span><span style="background-color: #fcfcfc;">CreateActivitiesFor</span><span style="background-color: #fcfcfc;">-property of DocumentsCorePack. This blog article covers the configuration, an example and the technical details of this feature.&nbsp;</span></p> <p style="text-align: justify; background-color: #fcfcfc;">The configuration options&nbsp;allow template editors to&nbsp;define&nbsp;</p> <ul style="background-color: #fcfcfc;"> <li style="text-align: justify;">Recipient&nbsp;</li> <li style="text-align: justify;">Regarding</li> <li style="text-align: justify;">Save Location&nbsp;&nbsp;</li> </ul> <p style="text-align: justify; background-color: #fcfcfc;">of activities based on a template independently. For further information on DocumentsCorePack Template Designer, <a href="http://www.mscrm-addons.com/Portals/0/MSCRM2016/DCP/Documentation/Template_Designer_User_Guide_v_1.0_April2017_english.pdf?ver=2017-04-19-132019-950">please have a look at the documentation.&nbsp;</a></p> <p style="text-align: justify; background-color: #fcfcfc;">​</p> <p style="text-align: justify; background-color: #fcfcfc;"><span><strong>Configuration</strong></span></p> <p style="text-align: justify; background-color: #fcfcfc;"><span><strong></strong></span><span style="color: #ff0000;">The configuration requires a proper configuration of the DocumentsCorePack Server and you need to understand the fundamental MS Dynamics 365 (CRM) capabilities.</span>&nbsp;</p> <p style="text-align: justify; background-color: #fcfcfc;">To access the Advanced Settings, open an existing template or generate a new one. Then navigate to www.mscrm-addons.com&nbsp;<span style="font-size: 24px; color: #548dd4;">❶</span>, click on the<strong><em>&nbsp;<span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-family: inherit;">[Insert MailMerge Fields]</span></em></strong>-button <span style="font-size: 24px; color: #548dd4;">❷</span>, open the Advanced Template Settings <span style="font-size: 24px; color: #548dd4;">❸</span>&nbsp;and click on CreateActivitiesFor <span style="font-size: 24px; color: #548dd4;">❹</span>.</p> <p style="text-align: justify; background-color: #fcfcfc;">&nbsp;<span style="background-color: #fcfcfc; color: #ff0000;">Please note:</span><span style="background-color: #fcfcfc; color: #7f7f7f;">&nbsp;Per default, only the "Recipient"-tab is displayed. You have to check the "Enable Advanced Settings"-checkbox (highlighted in red), if you want all three tabs to be shown.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Advanced Settings " href="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure1_Advanced_Settings.png"> <img width="570" height="207" class="img-responsive" alt="Advanced Settings" src="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure1_Advanced_Settings.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Advanced Settings</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p style="text-align: justify;"><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">After enabling the Advanced Settings-checkbox, you can&nbsp;select the the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Recipient</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">,&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Regarding</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;and the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Save Location&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">for your template <span style="font-size: 24px; color: #548dd4;">❶</span>.&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">The options, which can be selected for each area, are displayed in a tree view.&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">You can insert the required relation by clicking on the nodes <img alt="" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAMCAYAAABr5z2BAAAAwUlEQVQ4EWP8////fwYKABMxevddfcmw8thDrEpZsIqiCd589olh1t67YNFwK3kUWZaGNZcZrj/5jCKIznnz+QfDv3//GabuuoNhCMv6U0/Q1ePkf/z2C8MQosIA2USYIbAwIdkAkGE///xlOHbrLdhckg3gYGNmsFARYZiYYAQ2gMVKTYTh3ZffyK7EYIMC8c3nnwzomsEKQQmJEJi269Z/g/Lt//Pmn8VQSpQXeDlYGew0xODORnYiI8hIZAFS2QBoJX7wJ0Wn8wAAAABJRU5ErkJggg==" />&nbsp;"Primary Contact (Contact)" and by double clicking on the correct option <img alt="" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAMCAYAAABr5z2BAAAAwUlEQVQ4EWP8////fwYKABMxevddfcmw8thDrEpZsIqiCd589olh1t67YNFwK3kUWZaGNZcZrj/5jCKIznnz+QfDv3//GabuuoNhCMv6U0/Q1ePkf/z2C8MQosIA2USYIbAwIdkAkGE///xlOHbrLdhckg3gYGNmsFARYZiYYAQ2gMVKTYTh3ZffyK7EYIMC8c3nnwzomsEKQQmJEJi269Z/g/Lt//Pmn8VQSpQXeDlYGew0xODORnYiI8hIZAFS2QBoJX7wJ0Wn8wAAAABJRU5ErkJggg==" />&nbsp;"Contact" in this case&nbsp;</span><span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #548dd4;">❷</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create Activities For " href="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure2_CreateActivitiesFor.png"> <img width="422" height="342" class="img-responsive" alt="Create Activities For" src="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure2_CreateActivitiesFor.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Create Activities For</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The configuration is set for an Account Template and has the following effects:</p> <ul style="background-color: #fcfcfc;"> <li style="text-align: justify;">&nbsp;The&nbsp;Recipient&nbsp;of the generated activity will be the&nbsp;primary contact&nbsp;of the parent account of the Account Template.&nbsp;</li> <li style="text-align: justify;">&nbsp;The&nbsp;Regarding&nbsp;will be set to the Account directly.</li> <li style="text-align: justify;">&nbsp;And&nbsp;the generated document will be saved to the configured location for the&nbsp;parent account&nbsp;of the Account Template.&nbsp;</li> </ul> <p style="background-color: #fcfcfc; text-align: justify;">The example below shows the outcome of the configuration for this Account Template in more in detail.​</p> <p style="background-color: #fcfcfc; text-align: justify;">​</p> <p style="background-color: #fcfcfc; text-align: justify;"><strong>Example&nbsp;</strong></p> <p style="background-color: #fcfcfc; text-align: justify;"><strong></strong>&nbsp;The account mscrm-addons.com Corp <span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #548dd4;">❶&nbsp;</span>with the parent account&nbsp;ptm EDV-Systeme <span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #548dd4;">❷</span>&nbsp;has a primary contact named&nbsp;Michael Dohr <span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #548dd4;">❸</span>.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Example " href="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure3_Example1.png"> <img width="807" height="455" class="img-responsive" alt="Example " src="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure3_Example1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Example </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">After saving this template, you can continue to create a document, either directly from Word by using the&nbsp;</span><span style="background-color: #fcfcfc;"><strong>[Select Data]</strong></span><span style="background-color: #fcfcfc;">-button or by using the&nbsp;</span><span style="background-color: #fcfcfc;"><strong>[Print in Word]</strong></span><span style="background-color: #fcfcfc;">-button within CRM. &nbsp;</span><span style="background-color: #fcfcfc;">Once done so, you get a merged document.&nbsp;</span></p> <p style="text-align: justify;"> <br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc;">In case of further document processing, you can use the&nbsp;</span><span style="background-color: #fcfcfc;"><strong>[CreateCRMActivity]</strong></span><span style="background-color: #fcfcfc;">-button and e.g. generate a letter activity <span style="font-size: 24px; color: #548dd4;">❶</span>&nbsp;and add the document to your SharePoint <span style="font-size: 24px; color: #548dd4;">❷</span>.</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc;">This process saves our generated document in the folder of the account (<span style="background-color: #fcfcfc;">ptm EDV-Systeme</span></span><span style="background-color: #fcfcfc;">)&nbsp;and defines the regarding to the account(<span style="background-color: #fcfcfc;">mscrm-addons.com Corp</span></span><span style="background-color: #fcfcfc;">).&nbsp;</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc;">The recipient is the primary contact of the parent account&nbsp;of the account (</span><span style="background-color: #fcfcfc;">Michael Dohr</span><span style="background-color: #fcfcfc;">).&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Further document processing" href="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure_4_Further_document_processing.png"> <img width="570" height="207" class="img-responsive" alt="Further document processing" src="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure_4_Further_document_processing.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em><em>Figure 4: Further document processing</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong>&nbsp;</strong></em></p> <p style="background-color: #fcfcfc;"><span><strong>Technical details</strong></span></p> <p style="background-color: #fcfcfc;">The third option (Save Location) also works for DocumentsCorePack ServerBased.</p> <p style="background-color: #fcfcfc;">The option to define the&nbsp;Regarding&nbsp;and the&nbsp;Recipient&nbsp;are not available in DocumentsCorePack ServerBased as they can be set directly within the workflow.</p> <p style="background-color: #fcfcfc;">The options effect the&nbsp;Create Activity-, the&nbsp;Save as...- as well as the&nbsp;Send as PDF-functionality of the DocumentsCorePack Client.</p> <p style="background-color: #fcfcfc;">The outcome when selecting the&nbsp;Create Activity-functionality is described in the above example.</p> <p style="background-color: #fcfcfc;">The outcome when selecting the&nbsp;Send as PDF-functionality is the same.&nbsp;</p> <p style="background-color: #fcfcfc;">When you select the&nbsp;Save as...-functionality, the&nbsp;recipient&nbsp;and the&nbsp;regarding-property are ignored. It only saves the generated document to the proper location that is configured with the DocumentsCorePack Server Configuration.​</p> <p style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="background-color: #fcfcfc;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span>​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> <div>&nbsp;</div> <div style="background-color: #fcfcfc;">&nbsp;</div> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p style="text-align: justify;">&nbsp;</p>10028How to integrate SharePoint with CRM and MS Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10006/how-to-integrate-sharepoint-with-crm-and-ms-dynamics-365*General*Tue, 21 Mar 2017 16:28:49 GMT<p>This article outlines how to integrate SharePoint with CRM. It is valid for CRM 2013 and higher. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically.&nbsp;</p> <p>Step 1: Please open the Document Management Settings. To do so, navigate to Settings &gt; Document Management and click on Document Mangement Settings.&nbsp;</p> <p> <div> </div> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open the Document Management Settings " href="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_1.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_1.png" style="width: 500px; height: 251px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: Open the Document Management Settings&nbsp;<br /> <br /> 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.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select SharePoint  " href="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_2.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_2.png" style="width: 500px; height: 558px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Select SharePoint &nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">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 <strong>[Next]</strong>-button to proceed.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Document Management settings  " href="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_3.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_3.png" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3: Document Management settings &nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">​Step 4: The next window provides you with the document library creation status and details. Click on the <strong>[Finish]</strong>-button in order to finish the set up.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Document library creation status " href="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_4.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_4.png" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 4: Document library creation status&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><strong>That's it!</strong>&nbsp;</span><span>We appreciate your feedback! Please share your thoughts by sending an e-Mail to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #ffffff;">support@mscrm-addons.com</a><span>.&nbsp;</span>​</p>10006SharePoint path limitation avoidancehttps://www.mscrm-addons.com/Blog/PostId/9993/sharepoint-path-limitationsAttachmentExtractor (AE),AE 2015 / 2016,AE 365Tue, 21 Feb 2017 16:18:08 GMT<p>SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;<br /> <br /> <span style="color: #ff0000;">Minimum requirements: AttachmentExtractor v.124 and/or DocumentsCorePack v.167 or higher</span>&nbsp;</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>mscrm-addons products offer several default ways to shorten SharePoint paths:</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><br /> 1) We provide you with a<span class="apple-converted-space">&nbsp;</span><strong><span>default shortening to a maximum of 30 characters + GUID for each folder name</span></strong>.<span class="apple-converted-space">&nbsp;</span></span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">2) We provide you with a&nbsp;<strong>default shortening to a maximum of 30 characters + GUID for each file name</strong><strong><span>.</span>&nbsp;</strong><br /> 3) ShortIDs: We create a<span class="apple-converted-space"><strong>&nbsp;</strong></span><strong><span>6-characters ID alternatively to the well-known 36 GUIDs</span></strong><span class="apple-converted-space"><strong>&nbsp;</strong></span>of Microsoft Dynamics 365 (CRM).<span class="apple-converted-space">&nbsp; </span><br /> 4) Use an alternative field for the generation of paths. (e.g. instead of account name we can use a unique account number field)</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm; color: red;">&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm; color: red;">Please note:</span><span style="border: 1pt none windowtext; padding: 0cm; color: #ff0000;">&nbsp;Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><strong>How to activate a ShortID for AttachmentExtractor​</strong> </span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings. <br /> <span style="color: #ff0000;">Please note, that you must replace [YourServiceName] with your individual service name:&nbsp;</span><br /> &nbsp;</p> <p><span>HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">2) Next, set UseShortID to true. </p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">3) To define the cutting, you will have to create a new settingskey. If you have not created a settingskey yet, please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9754%2fhow-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>.&nbsp;</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">Depending on which item you would like to customize, please enter the following settings:&nbsp;<br /> <br /> For the maximum SharePoint folder name length: <br /> SPMaxFolderLength: [number of characters that should remain]</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>​&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>For the maximum SharePoint file name length:<br /> SPMaxFileLength: [number of characters that should remain]</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>For the minimum SharePoint file name length: ​</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>​SPMinFileLength: [minimum number of characters that should remain]<br /> <span style="color: #ff0000;">Please note: The file extension is never cut!&nbsp;</span></span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>Let us pretend, the minimum filename length set is 77.&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>If the actual file length is, for example, 80, you will receive an error message.&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;&nbsp;</span></p> <p style="margin: 0cm 0cm 0.0001pt;">For the SharePoint folder name attribute: ​</p> <p style="margin: 0cm 0cm 0.0001pt;">​SPFolderNameAttribute: enittyschemaname;attributename|</p> <p style="margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="margin: 0cm 0cm 0.0001pt;"><strong>​<span>How to activate a ShortID for DocumentsCorePack</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span></span></strong>Creating a ShortID for DocumentsCorePack is easier than creating one for AttachmentExtractor. Simply navigate to Settings &gt; DocumentsCorePack in your Microsoft Dynamics 365 (CRM) application. ​</p> <p style="margin: 0cm 0cm 0.0001pt;">&nbsp;&nbsp;</p> <p style="margin: 0cm 0cm 0.0001pt;">Here, please add/enable the following options:&nbsp;<br /> <br /> Use short Documentation Logic:<br /> This setting cuts SharePoint path automatically.<br /> <br /> SharePoint folder maximum length:<br /> This setting cuts SharePoint folder names that are longer than a certain amount of characters. &nbsp;​</p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span>​</span></strong></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack settings " href="http://mscrm-addons.com/portals/0/Blog/ShortID DCP//Short_ID_DCP.jpg"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/ShortID DCP//Short_ID_DCP.jpg" style="width: 474px; height: 265px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: DocumentsCorePack settings</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>​For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185"> this blog article</a>.&nbsp;<br /> <br /> </span></p> <p><strong>That's it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!</p>9993AttachmentExtractor SharePoint attributeshttps://www.mscrm-addons.com/Blog/PostId/9983/attachmentextractor-sharepoint-attributesAttachmentExtractor (AE),AE 2015 / 2016,AE 365Wed, 01 Feb 2017 16:36:08 GMT<p>SharePoint attributes deliver additional information on the file origin based on CRM metadata. This article outlines the purpose of the different attributes.</p> <p>​ </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="SharePoint attributes" href="/Portals/0/Blog/SharePoint%20attributes/SharePoint.png?ver=2017-02-01-155754-960"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SharePoint%20attributes/SharePoint.png?ver=2017-02-01-155754-960" style="width: 500px; height: 165px;" /><br /> </a> </div> Figure 1: SharePoint attributes&nbsp; <p>&nbsp;</p> <p><span><span style="font-size: 24px; color: #0070c0;">❶</span><span style="color: #0070c0;">&nbsp;</span></span><strong><span style="color: #0070c0;">Backlink to Microsoft Dynamics 365 (CRM)<br /> </span></strong>This attribute backlinks to the original item in CRM from which the attachment (email or note) has been extracted previously.&nbsp;</p> <p><span style="font-size: 24px; color: #0070c0;">❷&nbsp;</span><strong><span style="color: #0070c0;">Entity GUID (note/email)<br /> </span></strong><span>means the unique type GUID of the entity's origin.</span></p> <p><span style="font-size: 24px; color: #0070c0;">❸</span><strong>&nbsp;<span style="color: #0070c0;">Entity type (note/email)<br /> </span></strong>means the unique type name of the entity's origin.&nbsp;<br /> <br /> The&nbsp;<span style="color: #7f7f7f;">CSV lists mentioned in point 4 &amp; 5 generally refer to metadata (GUID or text) in Microsoft Dynamics 365 (CRM).&nbsp;<br /> Emails and annotations consist of both, GUID-, as well as text-fields.&nbsp;</span></p> <p><span style="font-size: 24px; color: #0070c0;">❹</span><strong>&nbsp;<span style="color: #0070c0;">CSV GUID-list containing metadata regarding the recipient/owner&nbsp;</span></strong><span style="color: #7f7f7f;"><strong><br /> For EMAILS, the CSV GUID list contains the following attributes:</strong></span><span style="color: #7f7f7f;"><strong>&nbsp;</strong></span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">from</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">to</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">cc</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">bcc&nbsp;<br /> (subject*)</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">regardingobjectid</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">&nbsp;&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;"><span style="color: #7f7f7f;">The list contains a list of EntityReferences to CRM records.&nbsp;</span><span style="color: #7f7f7f;">This applies to the fields&nbsp;</span><span style="color: #7f7f7f;">from, to, cc, bcc, regardingobjectid. *</span><span style="color: #7f7f7f;">The field&nbsp;'subject' is a text field.&nbsp;</span>&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">​</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">If a field contains multiple values, those values are separated&nbsp;by a pipe symbol:</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">Example for EMAIL (please note the empty entry for bcc):</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: black;">&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span>sender@mail.com;recipient1@mail.com|recipient2@mail.com;<br /> ccrecipient@mail.com;;my<span style="color: #7f7f7f;">emailsubject;regardingaccountname</span></span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: black;">&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">{599FC5EE-345E-4505-9467-2F05B90E0A15}|contact;{57561E8A-E8D6-43B3-A212-BF9C173F56BF}|systemuser|<br /> {7F9CB1CF-84B9-4B7F-A036-78F3388ED5D7}|systemuser;{E5B66E6C-02F8-4DD8-98E9-D06E4A46965A}|<br /> systemuser;;;{157E2666-6EA2-41E2-9E32-31F17BB1EE7C}|account</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: black;"><br /> </span><span style="color: black;"> </span></p> <p><span style="font-size: 24px; color: #0070c0;">❺</span><strong><span style="color: #0070c0;">&nbsp;CSV text-list containing metadata regarding the recipient/owner&nbsp;<br /> </span></strong><span style="color: black;"><span style="color: #7f7f7f;"><strong>For NOTES, the CSV TEXT list contains the following attributes:</strong></span><span style="color: #7f7f7f;"><strong>&nbsp;</strong><br /> <br /> </span></span><span style="color: #7f7f7f;">Subject<br /> </span><span style="color: #7f7f7f;">Filename&nbsp;<br /> </span><span style="color: #7f7f7f;">Filesize<br /> </span><span style="color: #7f7f7f;">Notetext&nbsp;<br /> </span><span style="color: #7f7f7f;">(objectid*)</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">The CSV Text list contains a list of references to annotations. This applies to the fields&nbsp;</span><span style="color: #7f7f7f;">subject, filename, filesize, notetext.&nbsp;</span><span style="color: #7f7f7f;">*The field&nbsp;'objectid' is a GUID-field.&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">Example for a NOTE (please note the empty entry for notetext and Object ID):</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;">&nbsp;</p> <p style="margin-top: 2pt; margin-bottom: 2pt;">subject;filename;filesize;<span style="color: #7f7f7f;">;;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="font-size: 13px; color: #7f7f7f;">&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span style="font-size: 13px; color: #7f7f7f;">02_Quote; 02_Quote.pdf; 15447;;;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;"> <br /> </span></p> <p><span style="font-size: 24px; color: #0070c0;">❻</span><strong><span style="color: #0070c0;">&nbsp;Record type&nbsp;<br /> <span style="color: #7f7f7f;"></span></span></strong><span style="color: #7f7f7f;">This attribute provides you with information regarding the CRM record type.&nbsp;</span><span style="color: #7f7f7f;"><br /> Set on 'Yes', this attribute refers to an email or note body, set on 'No', it refers to an attachment. &nbsp;</span><strong><span style="color: #0070c0;"><span style="color: #7f7f7f;"></span><br /> </span></strong></p> <p> <strong></strong></p> <p><span style="font-size: 24px; color: #0070c0;">❼</span><strong>&nbsp;<span style="color: #0070c0;">Entity date<br /> </span></strong>Contains the entity's creation date.&nbsp;<br /> <br /> <strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!&nbsp;</p> <br /> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 0px; top: 1245.91px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; color: black;">For ANNOTATIONS, the CSV GUID list contains the following attributes:<br /> </span><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; color: black;">ObjectID &nbsp;</span></div>9983How to correct SharePoint paths exceeding the limitations (Advanced)https://www.mscrm-addons.com/Blog/PostId/10012/how-to-change-the-sharepoint-path-logic-advancedAttachmentExtractor (AE),AE 2015 / 2016,AE 365,DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Tue, 31 Jan 2017 12:33:00 GMT<p>This article provides you with information on how to correct SharePoint paths exceeding the limitations. <span style="color: #ff0000;">Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously</span>. The information provided here is connected to the SharePoint path limitation avoidance article, which can be found&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9993%2fsharepoint-path-limitations&amp;tabid=165&amp;portalid=0&amp;mid=2185">here</a>.&nbsp;</p> <p><strong>How do I correct potentially exceeding paths?&nbsp;</strong></p> <p>Please check the existing library structure. This is required for EVERY record separately.&nbsp;<br /> <span style="color: #ff0000;">Please note: <span style="color: #595959;">The path logic should be modified before fixing existing problems, as CRM might recreate the folder applying the old path logic again.&nbsp;</span></span></p> <p><strong>Scenario 1)&nbsp;<span style="border: 1pt none windowtext; padding: 0cm;">The SharePoint library is empty (no files AND no folders)</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><span> &nbsp; &nbsp; &nbsp; &nbsp; a) Delete the SharePoint library<br /> <br /> &nbsp; &nbsp; &nbsp; &nbsp; b) Next, please delete the document location in CRM<br /> <br /> </span></p> <p style="margin: 0cm 0cm 15pt;"><span>When the library is created anew, the updated path logic will apply.</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">Scenario 2)&nbsp;</span></strong><strong><span style="border: 1pt none windowtext; padding: 0cm;">The SharePoint library contains items (files or folders)</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm; color: red;">Please note:</span><span>&nbsp;Renaming any folders in SharePoint will break the AttachmentExtractor URL in CRM that points to those records. This makes the attachments inaccessible from within CRM!&nbsp;​</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></strong></p> <p style="margin: 0cm 0cm 15pt 18pt;"><span>a)&nbsp;Rename the SharePoint folder<span class="apple-converted-space">&nbsp;</span><br /> </span><span style="border: 1pt none windowtext; padding: 0cm; color: red;">Please note:</span><span>&nbsp;You can only rename folders!</span></p> <p style="margin: 0cm 0cm 15pt;"><span>&nbsp; &nbsp; &nbsp; &nbsp;b) Update the document location in CRM</span></p> <p style="margin: 0cm 0cm 15pt;"><span>Please make sure, that the created path matches the nomenclature of the folder definition in your CRM. Otherwise, new folders will be generated, rendering the folder name change useless.</span></p> <p><span><strong>That's it!&nbsp;</strong></span><span>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" class="ApplyClass" style="background-color: #ffffff;">support@mscrm-addons.com</a><span>!</span></p>10012SharePoint Documents Button Error – SmartBarhttps://www.mscrm-addons.com/Blog/PostId/9884/sharepoint-documents-button-error-–-smartbarSmartBar (SB),SB 2015 / 2016Fri, 15 Jan 2016 14:29:00 GMT<p><span style="font-size: medium; color: #589376;">Sharepoint Documents Button Error &ndash; SmartBar&nbsp;</span></p> <p><img alt="" style="float: left;" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fSButton.PNG" /></p> <p><span style="font-size: small; color: #589376;"><em>&nbsp;If you encounter an error, after -clicking- on the Documents Button inside SmartBar 2015/16 please follow this blog article.&nbsp;</em></span></p> <p><span style="font-size: small;">SmartBar is per standard using the <em>Client-based SharePoint integration</em> view. If you instead use the&nbsp;<em>Server-based integration</em> on your CRM System, your click could result in one of the following errors:</span></p> <p><span style="font-size: small;"><strong>Internet Explorer (frame error)</strong></span></p> <p><span style="font-size: small;"><a href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fError1.PNG"><img alt="" style="font-size: 10px; float: left;" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fError1.PNG" width="300" height="164" /></a></span></p> <p><span style="font-size: small;"><br /> </span></p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><em>Figure 1: IE Frame error</em></p> <p><strong style="font-size: small;">Chrome (blank)</strong></p> <p>&nbsp;&nbsp;<a href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fError2.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fError2.PNG" width="300" height="158" /></a><br /> <em>Figure 2: Chrome (blank)</em></p> <p><span style="font-size: medium; color: #589376;">Solution </span></p> <ol> <li> <p><span style="font-size: small;">Please Navigate to <em>Settings </em>-&gt; <em>MSCRM-ADDONS.com Products</em> -&gt;&nbsp;<em>SmartBar</em>&nbsp;and create a new SettingsKey.&nbsp;Check <a href="http://mscrm-addons.com/post/2014/01/14/How-to-create-a-SettingsKey-manually-in-MS-Dynamics-CRM-2013-CRM-2015.aspx">this</a>&nbsp;Blog Article if you don&rsquo;t know how to create one.</span></p> </li> <li> <p><span style="font-size: small;">Fill in the following values and click on save:</span></p> </li> </ol> <p style="padding-left: 30px;"><strong style="font-size: small;">Name:</strong><span style="font-size: small;"> UseServerBasedSP</span><br /> <strong style="font-size: small;">IsCached:</strong><span style="font-size: small;"> Yes</span><br /> <strong style="font-size: small;">KeyValue:</strong><span style="font-size: small;"> true</span></p> <ul> </ul> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fInfo3.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fInfo3.PNG" width="500" height="256" /></a><br /> <em>Figure 3: New MSCRM-ADDONS.com Settingskeys</em></p> <p><span style="font-size: small; white-space: normal;">After clicking on the SmartBar Documents Button now, you should see the correct view without any errors.</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fInfo4.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fInfo4.PNG" width="500" height="238" /></a></p> <p><em>Figure 4: Correct view without errors</em></p> <p><strong>That's it!</strong> We appreciate your feedback on our products and blog! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>!</p>9884Sharepoint Metadata (Dynamics 365)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9868/sharepoint-metadata-(crm-2015).aspxDocumentsCorePack (DCP),DCP 2015 / 2016Mon, 23 Nov 2015 13:47:00 GMT<p><span style="font-size: 11pt; font-family: Calibri;">The latest version of DocumentsCorePack Server Based supports the population of&nbsp;</span><span style="font-size: 11pt; font-family: Calibri;">metadata into SharePoint. </span><span style="font-size: 11pt; font-style: inherit; font-weight: inherit; font-family: Calibri;">Proper configuration </span><span style="font-size: 11pt; font-style: inherit; font-weight: inherit; font-family: Calibri;">of Dynamics 365 and DocumentsCorePack&nbsp;</span><span style="font-size: 11pt; font-family: Calibri;">for the Dynamics 365&nbsp;Integrate SharePoint is needed as well.</span></p> <p><span style="font-size: 11pt; font-family: Calibri;">&nbsp;Please note: Only base types are supported, taxanomy properties are currently not supported. </span><span style="font-size: 11pt; font-family: Calibri;">​</span></p> <div> <div><span style="font-size: 11pt; font-family: Calibri;">The below screenshot shows a property that was created by DocumentsCorePack<br /> with data from Dynamics 365 (1). <br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1207_SharepointM1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1207_SharepointM1.png"></a><a title="Example of Sharepoint Metadata" href="http://mscrm-addons.com/images/blog/files/112615_1207_SharepointM1.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1209_SharepointM1_1.png" /></a></div> <br /> <em>Figure 1: Example of SharePoint Metadata</em><br /> If you are not sure how to access the template settings to set the<br /> SharePoint metadata, please have a look at <a href="http://www.mscrm-addons.com/Blog/PostId/9876/How to open the DocumentsCorePack Advanced Template Settings (CRM 2015)"><span style="text-decoration: underline; color: blue;">this article</span></a> first.</span></div> </div> <ol> <li> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Access the SharePoint Metadata section <br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1031_SharepointM1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1031_SharepointM1.png"></a><a title="SharePoint Metadata section" href="http://mscrm-addons.com/images/blog/files/112615_1031_SharepointM1.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1105_SharepointM2_1.png" /></a></div> </strong> <em>Figure 2: SharePoint Metadata section <br /> <br /> </em> </span></div> </div> </li> <li> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Add, edit or delete a property</strong><br /> - To add a property use the <em><strong>[Add]</strong></em>-button (1)<br /> - To edit a property select an element (4) and hit the <em><strong>[Edit]</strong></em>-button (2)<br /> - To delete a property select an element (4) and hit the <em><strong>[Delete]</strong></em>-button (3)<br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1036_SharepointM2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1036_SharepointM2.png"></a><a title="Add/Edit/Delete a property" href="http://mscrm-addons.com/images/blog/files/112615_1036_SharepointM2.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1105_SharepointM3_1.png" /></a></div> <em>Figure 3: Add/Edit/Delete a property<br /> <br /> </em> </span></div> </div> </li> <li> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Create a new property<br /> </strong>After you have selected Add/Edit the <em>SharePoint Metadata Field Settings</em><br /> a window will pop up.<br /> You have to manually type the name of the SharePoint property. (1)<br /> How to create, change or delete custom properties on the Sharepoint is<br /> described in this <a href="https://support.office.com/en-us/article/Create-change-or-delete-a-column-in-a-list-or-library-72cfd78d-dcca-4fa6-b499-c89214917604"><span style="text-decoration: underline; color: blue;">external blog by Microsoft</span></a>. <br /> The value of the property can be composed of Dynamics 365 fields and fixed text.<br /> More details about the supported syntax for this field can be found <a href="http://www.mscrm-addons.com/Blog/PostId/9875/DocumentsCorePack Property Syntax (CRM 2015)"><span style="text-decoration: underline; color: blue;">here</span></a>.<br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1040_SharepointM3.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1040_SharepointM3.png"></a><a title="SharePoint Metadata" href="http://mscrm-addons.com/images/blog/files/112615_1040_SharepointM3.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1105_SharepointM4_1.png" /></a></div> <em>Figure 4: SharePoint Metadata<br /> <br /> </em> </span></div> </div> </li> <li><strong>Save your template&nbsp;</strong><br /> <span style="font-size: 11pt; font-family: Calibri;">Before you can use or test your template you have to save it. </span> <span style="font-size: 11pt; font-family: Calibri;">Either you save your template locally with the standard <em>Save</em> or <em>Save as </em></span> <span style="font-size: 11pt; font-family: Calibri;">the functionality of Word or you use the <em>Save template</em>-option of the </span> <span style="font-size: 11pt; font-family: Calibri;">DocumentsCorePack client in order to publish the template to Dynamics 365.</span> </li> <li> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Test your template [optional]<br /> </strong><span style="white-space: normal;">As you have made changes to your template you might want to test it quickly. A step by step description of how to test your template can be found</span><span style="white-space: normal;">&nbsp;</span><a style="white-space: normal;" href="http://www.mscrm-addons.com/Blog/PostId/9872/How to test a DocumentsCorePack template (CRM 2015)">here</a><span style="white-space: normal;">.</span> </span></div> </li> </ol> <div> <div><span style="font-size: 11pt; font-family: Calibri;">Related topics:<br /> <span style="text-decoration: underline; color: blue;"><a href="http://www.mscrm-addons.com/Blog/PostId/9874/Template Settings (CRM 2015)">List of available template settings</a></span></span></div> </div> <div> <div><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">&nbsp;</strong></div> <div><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">.</span> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <div> <div>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</div> </div>9868How to create SharePoint locations, folders and subfolders automatically in DCP SB Online?https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9839/documentscorepack-serverbased-(automergeworkingitems)-how-to-create-sharepoint-locations-folders-subfolders-automatically.aspxDocumentsCorePack (DCP),DCP 2015 / 2016Thu, 30 Apr 2015 10:12:00 GMT<p>This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with our <a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx">DocumentsCorePack ServerBased Add-On</a>. </p> <p>The solution is our <em>AutoMergeWorkingItem </em>which can be triggered automatically when creating a new workflow in a process.&nbsp;</p> <p><strong>Requriement:</strong>&nbsp;DocumentsCorePack ServerBased (DCP SB) Online</p> <p>For further information how to do this in DCP&nbsp;OnPremise, please click <a href="http://www.mscrm-addons.com/Blog/PostId/9831/How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?">here</a>.</p> <p><strong>Example:</strong></p> <p><strong>Standard SharePoint location in CRM:</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb4_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb4_1.png"></a><a title="Standard CRM SharePoint window" href="http://mscrm-addons.com/images/blog/files/image_thumb4_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb4" src="http://mscrm-addons.com/images/blog/files/image_thumb4_thumb.png" alt="image_thumb4" width="412" height="284" /></a></div> <br /> <em>Figure 1: Standard CRM SharePoint window</em></p> <p><strong>Created SharePoint location:</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb54.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb54.png"></a><a title="Created SharePoint location" href="http://mscrm-addons.com/images/blog/files/image_thumb54.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb54" src="http://mscrm-addons.com/images/blog/files/image_thumb54_thumb.png" alt="image_thumb54" width="418" height="304" /></a></div> <br /> <em>Figure 2: Created SharePoint location</em></p> <p ><strong>How to manually save SharePoint locations, folder(s) and subfolder(s) in CRM when creating an account</strong></p> <p>Generally, when creating a new account in MS CRM, all appropriate documents (e.g. quotes, invoices etc.) are saved in the entity <em>Documents</em>&nbsp;in MS CRM.<br /> As you can see in Figure 3, the CRM Save location <em>Documents </em>can be accessed via the drop-down-button next to the current company in the main navigation area at the top. <br /> It could as well be accessed using our addon&nbsp;<a href="http://www.mscrm-addons.com/Products/MSCRM2013/SmartBar/tabid/358/language/en-US/Default.aspx">SmartBar</a>,&nbsp;which enables a simple navigation between all related CRM records and entities.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/image_thumb6%5B1%5D.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb6%5B1%5D.png"></a><a title="Save location of documents in MS Dynamics CRM" href="http://mscrm-addons.com/images/blog/files/image_thumb6%5B1%5D.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb6[1]" src="http://mscrm-addons.com/images/blog/files/image_thumb6%5B1%5D_thumb.png" alt="image_thumb6[1]" width="415" height="273" /></a></div> <br /> <em>Figure 3: Save location of documents in MS Dynamics CRM</em></p> <p>Anyway, to create a new&nbsp;<em>Account&nbsp;</em>in CRM, navigate to Accounts, then click on the&nbsp;<em><strong>[New]</strong></em>-button.&nbsp;</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/image31_thumb_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image31_thumb_1.png"></a><a title="Create a new account in MS CRM." href="http://mscrm-addons.com/images/blog/files/image31_thumb_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image31_thumb" src="http://mscrm-addons.com/images/blog/files/image31_thumb_thumb.png" alt="image31_thumb" width="418" height="79" /></a></div> <br /> <em>Figure 4: Create a new account in MS CRM.</em></p> <p>When you click on <em>Documents</em>&nbsp;(see Figure 3), the following message box appears. The box indicates, that a <em>SharePoint </em>location will be created manually with a click on the <em><strong>[OK]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb8_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb8_1.png"></a><a title="Message from webpage" href="http://mscrm-addons.com/images/blog/files/image_thumb8_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px; margin: 0px;" title="image_thumb8" src="http://mscrm-addons.com/images/blog/files/image_thumb8_thumb_1.png" alt="image_thumb8" width="300" /></a></div> <br /> <em>Figure 5: Message from webpage&nbsp;</em></p> <p>The standard <em>SharePoint location-</em>window is empty and does not contain any folder(s) or subfolder(s).</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb2_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb2_1.png"></a><a title="Entity Documents, once an account has been created." href="http://mscrm-addons.com/images/blog/files/image_thumb2_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb2" src="http://mscrm-addons.com/images/blog/files/image_thumb2_thumb_1.png" alt="image_thumb2" width="414" height="286" /></a></div> <em>Figure 6: Entity Documents, once an account has been created.</em></p> <p>Once documents have been saved, its look changes.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb64.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb64.png"></a><a title="Entity Documents with saved content" href="http://mscrm-addons.com/images/blog/files/image_thumb64.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb64" src="http://mscrm-addons.com/images/blog/files/image_thumb64_thumb.png" alt="image_thumb64" width="414" height="199" /></a></div> <br /> <em>Figure 7: Entity Documents with saved content</em></p> <p ><strong>How to create a workflow that automatically generates SharePoint locations, folder(s) and subfolder(s) when creating an account</strong></p> <p>It is possible to create different subfolders in folders that contain certain documents (e.g. Quotes, Invoices &hellip;)</p> <p>This can be managed with a simple workflow. <br /> <br /> In our example we define<strong> </strong></p> <p><strong>1) the SharePoint location,<br /> </strong><strong>2) the folder(s) and <br /> 3) the subfolder(s) <br /> that&nbsp;</strong><strong>will be automatically triggered when creating a new account.&nbsp;</strong></p> <p>First of all, open your CRM and navigate to <em>Settings</em>&nbsp;and <em>Processes</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb6.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb6.png"></a><a title="CRM &gt; Settings &gt; Processes" href="http://mscrm-addons.com/images/blog/files/image_thumb6.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb6" src="http://mscrm-addons.com/images/blog/files/image_thumb6_thumb.png" alt="image_thumb6" width="417" height="64" /></a></div> <br /> <em>Figure 8: CRM &gt; Settings &gt; Processes</em></p> <p>Now create a new process with a click on the <em><strong>[New]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb5_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb5_2.png"></a><a title="Create a new process" href="http://mscrm-addons.com/images/blog/files/image_thumb5_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb5" src="http://mscrm-addons.com/images/blog/files/image_thumb5_thumb_1.png" alt="image_thumb5" width="416" height="85" /></a></div> <br /> <em>Figure 9: Create a new process</em></p> <p>In the next window, define the following settings:</p> <p><strong>- Process Name:</strong>&nbsp;(here: <em>CreateSharePointFolder</em>)&nbsp; <br /> <strong>- Activate As:</strong> <em>Process </em> <br /> <strong>- Entity:</strong>&nbsp;(here: <em>Account</em>) &nbsp; &nbsp;&nbsp;<br /> <strong>- Category:</strong> <em>Worfklow</em></p> <p>Once this is done, click on the <em><strong>[Add Step]</strong></em>-button and select <em>Create Record</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_863.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_863.png"></a><a title="Add a new step (Create record)" href="http://mscrm-addons.com/images/blog/files/image_863.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_836.png" alt="image" width="419" height="305" /></a></div> <br /> <em>Figure 10: Add a new step (Create record)</em></p> <p>Now name the step (here: <em>CreateFolder</em>)&nbsp;and open the Drop-down menu within this first step:&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_864.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_864.png"></a><a title="Name the new step" href="http://mscrm-addons.com/images/blog/files/image_864.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_837.png" alt="image" width="423" height="67" /></a></div> <br /> <em>Figure 11: Name the new step</em></p> <p>There, select <em>MSCRM-ADDONS.com AutoMergeWorkingItems</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_865.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_865.png"></a><a title="AutoMergeWorkingItems" href="http://mscrm-addons.com/images/blog/files/image_865.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_838.png" alt="image" width="424" height="310" /></a></div> <br /> <em>Figure 12: AutoMergeWorkingItems</em></p> <p>Next, click on the <em><strong>[Set Properties]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_866.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_866.png"></a><a title="Set properties for the new step" href="http://mscrm-addons.com/images/blog/files/image_866.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_839.png" alt="image" width="426" height="78" /></a></div> <br /> <em>Figure 13: Set properties for the new step</em></p> <p>In the now following window, type in a name and define the AutoMergeWorkingItem-action (here,&nbsp;<em>CreateSharePointFolder)</em>&nbsp;It is also important to insert the <em>PrimaryRecordUrl</em>. To do so, set the cursor into the <em>PrimaryRecordUrl</em>-field and go to the <em>Look for:</em> -area within the form assistant on the right side. There, select <em>Records URL(Dynamics)</em> form the second drop-down menu. Click on the <em><strong>[Add]</strong></em>-button and on the <em><strong>[OK]</strong></em>-button in order to proceed.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_867.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_867.png"></a><a title="Create MSCRM-ADDONS.com AutoMergeWorkingItems" href="http://mscrm-addons.com/images/blog/files/image_867.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_840.png" alt="image" width="426" height="274" /></a></div> <br /> <em>Figure 14: Create MSCRM-ADDONS.com AutoMergeWorkingItems</em></p> <p>Next scroll down to the&nbsp;<em>Create SharePoint Folder</em>-section (see next screenshot, click to enlarge)</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_868.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_868.png"></a><a title="Create SharePointFolder-section" href="http://mscrm-addons.com/images/blog/files/image_868.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_841.png" alt="image" width="427" height="404" /></a></div> <br /> <em>Figure 15: Create SharePointFolder-section</em></p> <p>There, you can define the SharePoint location, folder(s) and subfolder(s).&nbsp;<br /> <br /> <strong>For example: </strong><em>TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_870.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_870.png"></a><a title="Example SharePoint subfolder added&lt;a href=" href="http://mscrm-addons.com/images/blog/files/image_870.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_843.png" alt="image" width="432" height="68" /></a></div> <br /> <em>Figure 16: Example SharePoint subfolder added<a href="http://mscrm-addons.com/images/blog/files/image_870.png"><br /> </a></em><a href="http://mscrm-addons.com/images/blog/files/image_870.png"><br /> </a><a href="http://mscrm-addons.com/images/blog/files/image_thumb28.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb28.png"></a><a title="Structure of TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1" href="http://mscrm-addons.com/images/blog/files/image_thumb28.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb28" src="http://mscrm-addons.com/images/blog/files/image_thumb28_thumb.png" alt="image_thumb28" width="215" height="242" /></a></div> <br /> <em>Figure 17: Structure of TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1</em></p> <p>Figure 17 outlines, that a <em>slash</em> indicates that the subfolder remains in a mainfolder. Furthermore, it outlines that a <em>semicolon </em>indicates the creation of a new main folder. <br /> <span style="color: #ff0000;">Please note: the folder and/or subfolder name can contain blank space but you must not use a blank space between a folder and its subfoler(s)</span>&nbsp;</p> <p>Once you have set up your order structure, please click on the <em><strong>[Save and Close]</strong></em>-button.&nbsp;</p> <p>Now click on the&nbsp;<em><strong>[Activate]</strong></em>-button in order to activate&nbsp;your workflow:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_871.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_871.png"></a><a title="Activate workflow" href="http://mscrm-addons.com/images/blog/files/image_871.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_844.png" alt="image" width="421" height="242" /></a></div> <br /> <em>Figure 18: Activate workflow</em></p> <p>Then click once again on the <em><strong>[Activate]</strong></em>-button in order to confirm the process:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb21.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb21.png"></a><a title="Confirm the process" href="http://mscrm-addons.com/images/blog/files/image_thumb21.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb21" src="http://mscrm-addons.com/images/blog/files/image_thumb21_thumb.png" alt="image_thumb21" width="420" height="198" /></a></div> <br /> <em>Figure 19: Confirm the process</em></p> <p>Now, your workflow is activated.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_872.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_872.png"></a><a title="Activated workflow" href="http://mscrm-addons.com/images/blog/files/image_872.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_845.png" alt="image" width="422" height="88" /></a></div> <br /> <em>Figure 20: Activated workflow</em></p> <p><span style="color: #ff0000;">Please note:&nbsp;it can take some minutes until the workflow has been entirely finished!</span></p> <p>When you now create a new account and then navigate to the <em>SharePoint </em>document location, it should look similar to the example in Figure 21.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb47.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb47.png"></a><a title="Example - SharePoint document location based on workflow" href="http://mscrm-addons.com/images/blog/files/image_thumb47.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb47" src="http://mscrm-addons.com/images/blog/files/image_thumb47_thumb.png" alt="image_thumb47" width="418" height="304" /></a></div> <br /> <em>Figure 21: Example - SharePoint document location based on workflow&nbsp;</em></p> <p>When opening the <em>TEST</em>-folder, the subfolders look as shown in Figure 22 and Figure 23.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb51.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb51.png"></a><a title="Subfolder I" href="http://mscrm-addons.com/images/blog/files/image_thumb51.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb51" src="http://mscrm-addons.com/images/blog/files/image_thumb51_thumb.png" alt="image_thumb51" width="424" height="51" /></a></div> <br /> <em>Figure 22: Subfolder I</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb53.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb53.png"></a><a title="Subfolder II" href="http://mscrm-addons.com/images/blog/files/image_thumb53.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb53" src="http://mscrm-addons.com/images/blog/files/image_thumb53_thumb.png" alt="image_thumb53" width="425" height="44" /></a></div> <br /> <em>Figure 23: Subfolder II</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9839SharePoint ErrorMessage: No part of the path in DCP SB Onlinehttps://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9836/dcp-sb-(online)-troubleshooting–sharepoint-errormessage-no-part-of-the-path.aspxDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Tue, 14 Apr 2015 13:28:00 GMT<p>This blog article explains what to do when you receive the following error message while saving documents to SharePoint.</p> <p><em><span style="background-color: #ffffff;">DocumentsCorePack failed to generate the document </span></em></p> <p><em><span style="background-color: #ffffff;">ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path</span></em></p> <p><strong>Addon:</strong> DocumentsCorePack ServerBased (Online) <br /> <br /> Please find here the&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9835/SharePoint ErrorMessage: No part of the path in DCP SB (OnPremise)">OnPremise</a>&nbsp;version of this blog-post.</p> <p><span style="color: #ff0000;">Please note: The error usually <g class="gr_ gr_38 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="38" data-gr-id="38">occurrs</g> because of missing or false SharePoint user credentials/rights.</span></p> <p>It is mandatory that you have administrative access to SharePoint if you want to correct this error.</p> <p>&nbsp;</p> <p><strong>1)</strong>&nbsp;Go to&nbsp;<a href="http://www.mscrm-addons.com">www.mscrm-addons.com</a>&nbsp;and <g class="gr_ gr_36 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="36" data-gr-id="36">log in</g> with your credentials&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Open the service configuration" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%201_Mscrm_addons_login.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%201_Mscrm_addons_login.png" width="500" /></a></div> <br /> <em>Figure 1: www.mscrm-addons.com login</em></p> <p><em>​</em></p> <p><strong> 2)</strong>&nbsp;<g class="gr_ gr_37 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="37" data-gr-id="37">Next</g> go to&nbsp;<em>My Account</em>&nbsp;and click on&nbsp;<em>My cloud services</em>&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Check your credentials" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%202_Login.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%202_Login.png" width="500" /></a></div> <em>Figure 2: My Account &gt; My Cloud Services&nbsp;<br /> &nbsp;</em></p> <p><strong>3)</strong> The DocumentsCorePack Online Configuration appears. Please mark the service and click on the <em><strong>[Configure Service]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_839.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_Configure_Service.png"></a><a title="www.mscrm-addons.com login" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_Configure_Service.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_Configure_Service.png" alt="image" width="435" height="87" /></a></div> <em>Figure 3: Open the service configuration</em></p> <p><strong>4)</strong>&nbsp;Please check if username and password are correct, as well as if the user has administrative access to the configured SharePoint.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_840.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_modify_DCP.png"></a><a title="My Account &gt; My Cloud Services" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_modify_DCP.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_modify_DCP.png" alt="image" width="437" height="358" /></a></div> <em>Figure 4: Check your credentials&nbsp;</em></p> <p><strong>5)</strong>&nbsp;If everything is alright, click on the <em><strong>[Save Service]</strong></em>-button&nbsp;and try it again!</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9836SharePoint ErrorMessage: No part of the path in DCP SB (OnPremise)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9835/dcp-sb-(onpremise)-troubleshooting-–-sharepoint-errormessageno-part-of-the-path.aspxDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Tue, 14 Apr 2015 12:44:00 GMT<p>This blog article outlines what to do if you receive the following error message while saving documents to SharePoint.</p> <p><span style="background-color: #ffffff;">DocumentsCorePack failed to generate the document </span></p> <p><span style="background-color: #ffffff;">ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path</span></p> <p><strong>Addon:</strong> DocumentsCorePack ServerBased CRM 2013/2015 (OnPremise)<br /> Please find here the&nbsp;<strong><a href="http://www.mscrm-addons.com/Blog/PostId/9836/SharePoint ErrorMessage: No part of the path in DCP SB Online">Online</a></strong>&nbsp;version of this blog-post.</p> <p><span style="color: #ff0000;">Please note: The error usually occurs because of missing or false SharePoint user credentials/rights.</span></p> <p>It is mandatory that you have administrative access to SharePoint if you want to correct this error.​</p> <p><span><strong>Minimum permission of SharePoint user:&nbsp;</strong></span><br /> <span>Able to&nbsp;</span><g class="gr_ gr_508 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="508" data-gr-id="508">logon</g><span>&nbsp;to the root site of SharePoint</span><br /> <span>Read access on the site</span><br /> <span>Read and write on the document library and all subfolders (create folders and upload files)&nbsp;</span></p> <p>For impersonation and SharePoint attributes: Site admin rights</p> <p>​</p> <p><strong>1)</strong>&nbsp;Open your Dynamics 365 and navigate to <em>Settings&nbsp;<br /> </em><a title="CRM &gt; Settings" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure1_Dynamics_Settings.png" style="background-color: #ffffff;"><img class="img-responsive" style="background-image: none; display: inline;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure1_Dynamics_Settings.png" alt="image" width="416" height="59" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 1: Dynamics 365 - Settings<br /> </em></p> <p>&nbsp;</p> <p><strong>2)</strong> In the <em>Settings</em>, click on <em>Solutions<br /> </em><a title="Solutions" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure2_Solutions.png" style="background-color: #ffffff;"><img class="img-responsive" style="background-image: none; display: inline;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure2_Solutions.png" alt="image" width="415" height="57" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 2: Solutions<br /> </em></p> <p>&nbsp;</p> <p><strong>3)</strong> There, double-click the <em>DocumetsCorePackServerCore</em>&nbsp;Solution.<br /> <a title="DocumetnsCorePackServerCore Solution" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure_DCP_ServerCore.png" style="background-color: #ffffff;"><img class="img-responsive" style="background-image: none; display: inline;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure_DCP_ServerCore.png" alt="image" width="416" height="95" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 3: DocumetsCorePackServerCore&nbsp;Solution<br /> </em></p> <p>&nbsp;</p> <p><strong>4)</strong> Please enter the credentials for your SPS user, the SPS password and the SPS domain.<br /> <a title="Enter the credentials for the SPS user, password and domain" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure4_DCP_SB.png" style="background-color: #ffffff;"><img class="img-responsive" style="background-image: none; display: inline;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure4_DCP_SB.png" alt="image" width="417" height="330" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 4: Enter the credentials for the SPS user, password and domain<br /> </em></p> <p>&nbsp;</p> <p><strong>5)</strong> Now click on the <em><strong>[Save]</strong></em>-button and try again.</p> <p><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>9835