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CRM365 integration with Sharepoint

  • 1.  CRM365 integration with Sharepoint

    SILVER CONTRIBUTOR
    Posted 29 days ago
    Hello,
    I've enabled CRM365 online integration with sharepoint.
    Enabled Account, Contact, Case, Lead and Opportunity entities . Thus, I can go to open any account (or contact), click on Documents, then upload any document. Then, I can see the doc in sharepoint site.
    When I do the same with Case, open a case, upload a document, then I CAN"T see it in sharePoint site.
    Any thoughts ?
    Thanks

    ------------------------------
    Mohamad Idlepi
    CRM Development Manager
    Cineplex Inc.
    Toronto ON
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: CRM365 integration with Sharepoint

    Posted 26 days ago
    Did you default your folder structure based on a specific entity (Account)?  The records will then fall under the account folder, then the record and under the record the associated records' folders.   Also, you can click on "Open Document Location" to open the SharePoint folder of the missing document to determine the exact location.


    ------------------------------
    Sanford Mosby
    Sr. Technical Consultant
    Dyn365Pros
    St. Louis MO
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: CRM365 integration with Sharepoint

    SILVER CONTRIBUTOR
    Posted 26 days ago

    Hi Sanford
    Yes, you are right. The case shows under Incident, under the "account".
    However, why ​I see "case" folder : I assume, cases should appear here ?

    Also, why I see the account name with a hug alphanumeric number append to it ? is it possible to see the exact name as it shows in CRM ?
    Thanks



    ------------------------------
    Mohamad Idlepi
    CRM Development Manager
    Cineplex Inc.
    Toronto ON
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: CRM365 integration with Sharepoint

    Posted 26 days ago
    When you set up the integration, the folders for entities selected are created as a default.  If you didn't select the Record Base, the default folders would be used.  If you create a case without a parent account (not impossible but hard to do), the case would fall under the cases folder.

    The out of the box integration uses the record guid (internal unique indenter) to ensure the unique folder name when creating the SharePoint folders.

    ------------------------------
    Sanford Mosby
    Sr. Technical Consultant
    Dyn365Pros
    St. Louis MO
    ------------------------------

    Conference-CRMUG_200x200


  • 5.  RE: CRM365 integration with Sharepoint

    SILVER CONTRIBUTOR
    Posted 26 days ago
    Hi Sanford

    is there a way to change it :
    The out of the box GUID (internal unique indenter) attached to record name (account name) ?

    Thanks

    ------------------------------
    Mohamad Idlepi
    CRM Development Manager
    Cineplex Inc.
    Toronto ON
    ------------------------------

    Conference-CRMUG_200x200


  • 6.  RE: CRM365 integration with Sharepoint

    Posted 26 days ago
    There is an app on the web to change the configuration setting to not use the guid.  It was for 2016.  I haven't tried it with v9+.

    What I've done in my own scenario is a Flow to create the folder and document location record on create of a record instead of waiting until a user clicks on the "Documents" of a record for the first time.  The Flow uses the record name as the folder name and doesn't include the GUID.

    ------------------------------
    Sanford Mosby
    Sr. Technical Consultant
    Dyn365Pros
    St. Louis MO
    ------------------------------

    Conference-CRMUG_200x200


  • 7.  RE: CRM365 integration with Sharepoint

    SILVER CONTRIBUTOR
    Posted 25 days ago
    Hello,
    Do you know the name of this app ?
    Or do you mind if you share your Flow with me ?​

    Thanks

    ------------------------------
    Mohamad Idlepi
    CRM Development Manager
    Cineplex Inc.
    Toronto ON
    ------------------------------

    Conference-CRMUG_200x200


  • 8.  RE: CRM365 integration with Sharepoint

    Posted 25 days ago

    Here is the link to the app.  Again, I haven't tested this app with an online instance. 

    For the flow, you need to determine your trigger,
    Create a sharepoint folder using the name of the record
    Create a Dynamics 365 Document Location record with the regarding set to the triggering record and the relative URL set to the folder created in the previous step.  The document location record is how Dynamics associates SharePoint folders. 

    I'll attempt to create a template and share in the near future. 



    ------------------------------
    Sanford Mosby
    Sr. Technical Consultant
    Dyn365Pros
    St. Louis MO
    ------------------------------

    Conference-CRMUG_200x200


  • 9.  RE: CRM365 integration with Sharepoint

    Posted 24 days ago
    I can confirm that the Orgdbsettings solution works for online instances up to 9.1+

    The OOB integration is pretty basic. The Flow that Sanford is constructing provides you a lot more flexibility, IMO.

    ------------------------------
    Chris Bishop
    Kee Safety Group
    Buffalo NY
    ------------------------------

    Conference-CRMUG_200x200


  • 10.  RE: CRM365 integration with Sharepoint

    Posted 24 days ago

    I had to update the org db for another issue.  I used this solution and it worked well.   Goto releases to download the zipped managed solution file.  Of course the command line app will not install a solution in your instance, so it is up to you which to use. 

    Thanks



    ------------------------------
    Sanford Mosby
    Dyn365Pros
    St. Louis MO
    ------------------------------

    Conference-CRMUG_200x200


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