Validating SharePoint site URLs and fixing them

Can I do this task?

In Microsoft Dynamics CRM, SharePoint site and document location records contain links to site collections, site, document libraries, and folders in SharePoint. These site and document location records are associated with Microsoft Dynamics CRM records so that the documents for Microsoft Dynamics CRM records can be stored in SharePoint.

When the links between Microsoft Dynamics CRM and SharePoint break, you must validate and fix the links so that the Microsoft Dynamics CRM records continue to point to the correct document libraries and folders for managing the documents.

  1. In the Navigation Pane, click Settings, and then under System, click Document Management.
  2. Click SharePoint Sites.
  3. Select the site URLs that you want to validate, and then in the Actions group, click Validate.

    Microsoft Dynamics CRM validates all the selected site URLs and their immediate subordinate site and document library URLs. It then displays the results in Validating Sites.

  4. To fix a URL, click the name of a site record, and then enter the correct URL. For more information, see Create or edit site records in Microsoft Dynamics CRM.
  5. Click Close.

Related Topics

Create or edit site records in Microsoft Dynamics CRM

Set Up Document Management

Did you find the information that you need?
Yes      No 
If not, what information do you need? (optional)