I have successfully setup CRM and SharePoint for document management. But when there is already an folder in sharepoint 2010 library which CRM would like to create, it asks if I want to hook this entity with this folder.
My question is: is it possible to disable this question and automatically hook existing folder with current entity?
If you create the document location entity record in CRM prior to SharePoint process it won't ask the question. You need to find a business process when to create the document location entity record.
Related
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.
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.
I am using SharePoint Foundation 2010 and have a requirement to make a database entry to our database for document creation. I need to find a way to get all SharePoint Groups associated with the document when it is created. Is there a way to do this through a workflow?
Thanks!
Probably you can create custom Sandbox action
http://msdn.microsoft.com/en-us/library/ff798499.aspx
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
There seems to be web services to create entity, fields, solution, global option set and many more within CRM 2011 SDK. However I don't see any web services to create a form for an entity. Anyone know any back door or ways to create a forms outside of CRM 2011 using C# or VB?
You'll have to spend some time looking at FormXml to fine-tune the look of your form(s), but you can programmatically manage your entity forms via the SystemForm entity.
FormXml is stored in the SystemForm entity. You can programmatically
retrieve and update the FormXml using this entity.