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home/Knowledge Base/DocumentsCorePack(DCP)/How to save a document to SharePoint with DocumentsCorePack

How to save a document to SharePoint with DocumentsCorePack

1232 views 0 Updated on April 10, 2020

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.

PREREQUISITES: 
1. Make sure to integrate SharePoint with Dynamics 365: 
This section outlines how to integrate SharePoint with Dynamics 365. It is valid for CRM 2013 and higher.

Step 1:  Please open the Document Management Settings. To do so, please navigate to Settings > Document Management and select the Document Management Settings, highlighted in yellow in the figure below.

Document Management Settings

Figure 1: Document Management Settings

 

  

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.

 Select entities and SharePoint site

Figure 2: Select entities and SharePoint site

 

 

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 [Next]-button to proceed.

Create a folder structure based on a certain entity

Figure 3: Create a folder structure 

 

 

Step 4: The next window provides you with the document library creation status and details. Click on the [Finish]-button in order to finish the setup.   

Document Library Creation status
Figure 4: Document Library Creation status

 

2. Make sure to activate SharePoint on DocumentsCorePack:

ONLINE:
In the service, configuration please activate SharePoint and specify a SharePoint user as you can see in the figure below.

Activate SharePoint online
Figure 5: Activate SharePoint online

ONPREMISE: 
Open the Dynamics 365 Settings > DocumentsCorePack > General Settings and make sure that a SharePoint user is specified.

Specify your SharePoint user
Figure 6: Specify your SharePoint user

 

In the DocumentsCorePack Server configuration make sure SharePoint is activated as you can see in the figure below.

Activate SharePoint in DCP Server configuration
Figure 7: Activate SharePoint in DCP Server configuration

How to save to SharePoint?
Please hit the [Create Document]-button and enable the “Save to SharePoint”-checkbox.

Enable save to SharePoint checkbox
Figure 8: Enable save to SharePoint checkbox

 

 

In workflows, in the “MSCRM-ADDONS AutoMergeWorkingItem” set the “Save Only Into Temp” to “NO”.

Set SaveOnlyTemp to NO
Figure 9: Set SaveOnlyTemp to NO

   

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

 

#reworkdone… online before onprem, dialog was already in there

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