Add or edit a document location
Can I do this task?In Microsoft Dynamics CRM, SharePoint document location records contain links to document libraries and folders on SharePoint. These document location records are associated with Microsoft Dynamics CRM records so that the documents for Microsoft Dynamics CRM records could be stored in SharePoint.
- Open the Microsoft Dynamics CRM record that has the documents you want to manage.
- Under Related, click Documents.
- In the Document Locations group, click Add Location.
- In Add Document Location, enter the following information:
- Name. Enter a descriptive name that is easy to use for the document location.
- Document Location. Specify the URL of the SharePoint folder that you want to use as the location for this record.
- Use an existing SharePoint folder. Click Specify the URL of an existing SharePoint folder and paste the existing URL of the SharePoint folder here.
- OR -
- Create a new SharePoint folder. Click Create a new folder. In the Parent Site or Location box, click the Lookup button
and select a parent site. In the Folder Name box, the Microsoft Dynamics CRM record name is added by default. Verify the name.The option of creating a location under a parent URL is shown only if there is at least one site record in Microsoft Dynamics CRM with the List component is installed check box selected.
- Use an existing SharePoint folder. Click Specify the URL of an existing SharePoint folder and paste the existing URL of the SharePoint folder here.
- Click Save.
A folder is created in SharePoint. A document location record containing the link to the folder is created in Microsoft Dynamics CRM.
Note
- To update a location that was associated previously, click the location that you want to edit in the Document Locations. In the Document Locations group, click Edit Location.
If the folder that a Microsoft Dynamics CRM document location record points to no more exists on SharePoint or is renamed, when you click Documents under Related, the Local URL Not Found dialog box opens. Click Change URL and specify the details of the folder that you want the Microsoft Dynamics CRM document location record to point to.