Hi all,
I’d like to customize the standard CRM Online / SharePoint Online server based integration.
This is my goal:
Instead of using the default folder structure, I’m planning to create a SharePoint Site Collection for every Account in CRM. Next, I’d like to point the CRM document location for a specific account to the related SP Site Collection.
So far so good. I created the SP Site Collection and created the following records in CRM:
SharePoint Site:
Image may be NSFW.
Clik here to view.
Document location pointing to the root of the document library:
Image may be NSFW.
Clik here to view.
After doing the I can find the documents, stored in the library in the related SP Site Collection, by using the standard ‘Documents’ button in CRM.
But, when now the related records.
I configured the standard CRM/SP integration to use the ‘Account’ entity as parent entity (folder structure based on account enitity).
So I was expecting when I navigate in CRM to a related contact person CRM would create a “contact” folder and “Contact Person” folder in SP and create the Document Locations.
But when I navigate to a contact person and click ‘Documents’ in the navigation the following error appears:
Image may be NSFW.
Clik here to view.
Can anyone help me out?
