• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)

How to save a document to SharePoint with DocumentsCorePack

394 views 0

Written by Administrator
March 27, 2019

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

Was this helpful?

Yes  1 No
Related Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • Only count users with security role for licensing
  • Generate app password when using Office 365 connection type
  • How do I create a document and attach it or use it as the body of an email in a single workflow step in MS Dynamics 365 Online?
  • How to check the existence or the value of a SettingsKey in MS Dynamics 365
Latest Articles
  • The Local License Manager
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • Recap of the first virtual eXtreme365 & Community Summit event
  • Step-by-Step: How to configure a One-Click-Action
  • How to set up an email content service
Categories
  • *News and General Infos* 44
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 42
  • ActivityTools (AT 54
  • SmartBar (SB 49
  • GroupCalendar (GC 43
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2020 www.mscrm-addons.com. All Rights Reserved.