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.
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.
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.
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.
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.
ONPREMISE:
Open the Dynamics 365 Settings > DocumentsCorePack > General Settings and make sure that a SharePoint user is specified.
In the DocumentsCorePack Server configuration make sure SharePoint is activated as you can see in the figure below.
In workflows, in the “MSCRM-ADDONS AutoMergeWorkingItem” set the “Save Only Into Temp” 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