We've set up the Sharepoint integration for our Dynamics 365 online instance. It works fine.
On the document management tab I've chosen 16 entities to have sharepoint integration. The wizard does it's work and it claims that 16 folders have been created. In truth, only 15 have been created.
When I re-run the wizard, it claims that all 16 folders are existent. It also lists the URLs. 15 work, the 16th shows a 404 HTTP error.
No idea, why the wizard is acting up.
Any idea what I would need to do to manually setup the 16th folder? How's Dynamics linked to Sharepoint? Would it be good enough to create a document collection manually in Sharepoint?
Not sure why it didn't do that automatically for you.
When you run the wizard it creates locations in SharePoint, and in CRM; document location records that point to those locations in SharePoint. The link at a folder level is based simply on URL stored as text in CRM document location records.
You should be fine to create the location manually in SharePoint. You could also try deleting the document location records from CRM and running the wizard again. You could also check the document location records have the correct URL configured.
Related reading: Integrate Microsoft Dynamics 365 with SharePoint.
I solved the issue by access Sharepoint with the Sharepoint Designer.
I saw that the 16th element was already present but not as a list but as some other type (folder?).
Apparently, the wizard just checks whether an element with that name already exists but it doesn't check the type of the element.
Solution: I deleted the element with that name and ran the wizard again and now it's fine.
Related
I have a SharePoint 2010 list on an external site for contractors to submit their applications. Currently, it uses an Infopath form and sends applications through emails with a XML version of Infopath form as attachment. My coworker then copies and pastes the application fields to a separate SP list on our internal site (SP 2016), where we track progresses. This is a tedious/intensive process. So, we would like to automate the process where we want push new applications (SP list items) to the SP list on the internal site. How do I do that or do you have any alternative recommendations?
Here could be some useful information:
Custom code is not allowed as IT has locked it down
Form was created with Infopath
Workflows are not allowed on the external site
Both sites are in different site collections
REST/SOAP services are locked down
No access to SharePoint Designer
After we make changes to the internal SP list, we do not need to reflect the changes on our external site
XML version of the Infopath form is emailed to us (can we make use of the XML file?)
We are using Windows 7; external site is using SP 2010 and internal site is using SP 2016
Thank you everyone!
I believe in your existing infopath form which is hosted in external SharePoint 2010 has data connection - now you can change the data connection file URL which will point to your new SharePoint 2016 site - then your existing external form will continue to work without changing anything. We have implemented using the same approach it worked.
If the above does not work for you, you may convert that infopath form into Nintex live for external access as you have mentioned above - you have lot of limitation for other approaches.
I have a PowerApp that is a gallery showing a list from SharePoint and also an input mask for said list in SharePoint. The input part works flawlessly for me and my collegues, but the gallery part which should be showing the data from the SharePoint list is giving me a headache.
I can see the data from the SP list in the App. My colleagues with whom I shared the App only see a blank list.
When they first open the shared app they have to accept a prompt from the SharePoint connector & I have given them all access to the specific SharePoint list. Yet they still don't see anything in the PowerApp gallery that should show the SP data.
I checked the connections in the App setting and the SharePoint connection works. Also I can see the data. Although the connector is showing my personal SharePoint account, but afaik by granting the SharePoint access on the first opening of the App this should take care of that.
TLDR:
PowerApp has a gallery that shows SP data and that works for me but not for the users whom I shared the App with. They only see a blank gallery. How do I fix that?
BR
Thomas
I thankfully found the issue myself after some digging around in the settings. In the Advanced List setting the following option was not set to read all:
Item-level Permissions
Specify which items users can read and edit.
With this option correctly set everyone is now able to see the list items.
Have a great day and I hope this might help someone!
I'm out of answers here.
I have an online build of CRM 2013 which is integrated with SharePoint.
I can view, upload and edit files for an example Organisation (OrgA) but there is another for which I can't (OrgB). OrgA has a document location setup but OrgB does not so I used the Add Document Location wizard to create a folder, but it hangs at the creation part. I have browsed the ShapePoint client and the folder has not been created.
I have looked in Document Management Settings and the entity I want is ticked so I clicked next and I can see that the SharePoint URL is valid but I get the following warning
"Microsoft Dynamics CRM List component is not installed.
Install the List component to enable SharePoint to automatically create a hierarchical folder structure on SharePoint for Microsoft Dynamics CRM records. The List component also enables you to get the appearance and behavior of a Microsoft Dynamics CRM list."
If there is a missing component then how did my predecessor (this is only my 2nd day) set up the integration for OrgA and if it is not needed, why can't I create the folder for OrgB through CRM?
Thanks in advance
One of the limitations of CRM SharePoint integration is the ability integrate multiple CRM organizations with a SharePoint application in the same farm.
Source
If you use Microsoft SharePoint 2013, for each SharePoint farm, only
one Microsoft Dynamics CRM organization can be configured for
server-based integration.
So in your case it is either OrgA or OrgB, can't have both integrated to the same SharePoint server.
Is there a way to set up a column that would allow SharePoint to use Lync location. Such as if Lync shows you at 1400 building, SharePoint can show you at that same location. Then if you move, that location would be updated as necessary.
The Location property is available only on Lync. I'm not aware of any possibility of mapping with Active Directory fields and, consequently, syncing in SharePoint.
Further, as you can imagine this property value can change frequently. In case you'd be able to it map with SharePoint User Profiles, you'd be always subject to user profile synchronization schedule to have this property updated.
A possibility would be to create a visual component in SharePoint that, communicating directly with Lync via REST APIs (UCWA), retrieves this information directly from Lync, and displays this in your SharePoint pages.
The best starting point for information about Lync 2013 UCWA is: http://ucwa.lync.com
I'm actually working at MOSS 2007 project where I have to import data from an external data source (WebService) via an application in the Business Data Catalog. The application definition was created with BDC Meta Man and was imported successfully into the Business Data Catalog without any errors.
I've first tested the external data source through the option "Edit profile page template" where a BDC-Webpart is already located on a site. In the preferences menu of the web part I could selected the new BDC application with the "Typ"-Picker and everything works fine.
Unfortunately it doesn't work with BDC web parts on other MOSS applications which uses the same SSP. Every time I placed a BDC web part on a site and try to configure it. The "Typ"-Picker in the web part's menu remains empty and no application from BDC is listed.
I then checked the permission settings in the BDC menu of the SSP where I experimentally granted all rights to every user account so I could see if it was permission problem. Unfortunately it didn't change anything and the BDC application is still not visible in the "Typ"-Picker.
So perhaps someone had a similar problem and know what the problem is!
Bye,
Flo
Make sure you set the permissions on the application as well as the entity.