Create or add a location for the first time

Can I do this task?

Before you can manage documents for a record from Microsoft Dynamics CRM, you must create a location record in Microsoft Dynamics CRM that points to libraries and folders on SharePoint where the documents will be stored.

Open the Microsoft Dynamics CRM record that has the documents you want to manage.
Under Related, click Documents.

If a location is not associated, Microsoft Dynamics CRM will display the Add Document Location dialog box or Create SharePoint Location dialog box. The following table shows the possible scenarios. Depending upon what you see, perform the steps in the Next Steps column.

Scenario	What Appears	Next Steps
There is at least one site record in Microsoft Dynamics CRM that points to site collection in SharePoint, and the site record has the List component is installed check box selected.	Add Document Location opens with an option to specify either an absolute URL or a relative URL.	In the Name box, verify or type the name. The document location record is created in Microsoft Dynamics CRM with this name. In the Document Location box, enter the URL of the SharePoint folder to which the location record points. This location is associated with the Microsoft Dynamics CRM record to store the documents. - OR - Click Create a new folder. In the Parent Site or Location box, click the Lookup button to select an existing document location record under which the folder will be created on SharePoint. In the Folder Name box, verify or change the name, and click OK. A folder with this name is created in SharePoint. Click Save.
There is one site record in Microsoft Dynamics CRM but the List component is installed check box is not selected.	Add Document Location appears with only the absolute URL option.	In the Name box, verify or type a name. The document location record is created in Microsoft Dynamics CRM with this name. In the Document Location box, enter the URL of the SharePoint folder to which the location record points. This location record is associated with the Microsoft Dynamics CRM record to store the documents. Click Save.
There is no existing location associated with the record, the URL specified in the Document Management Settings wizard is for a site collection on SharePoint Server 2010, and this site record has the List component is installed check box selected.	Create SharePoint Location appears.	Microsoft Dynamics CRM tries to automatically create a folder in SharePoint. If the folder is created successfully, Microsoft Dynamics CRM opens Create SharePoint Location with the URL of the new folder. Microsoft Dynamics CRM creates a document location record that contains the URL of this new folder and associates the document location record with the Microsoft Dynamics CRM record. Click OK.

Scenario

What Appears

Next Steps

There is at least one site record in Microsoft Dynamics CRM that points to site collection in SharePoint, and the site record has the List component is installed check box selected.

Add Document Location opens with an option to specify either an absolute URL or a relative URL.

In the Name box, verify or type the name. The document location record is created in Microsoft Dynamics CRM with this name.
In the Document Location box, enter the URL of the SharePoint folder to which the location record points. This location is associated with the Microsoft Dynamics CRM record to store the documents.
- OR -

Click Create a new folder. In the Parent Site or Location box, click the Lookup button to select an existing document location record under which the folder will be created on SharePoint. In the Folder Name box, verify or change the name, and click OK. A folder with this name is created in SharePoint.
Click Save.

There is one site record in Microsoft Dynamics CRM but the List component is installed check box is not selected.

Add Document Location appears with only the absolute URL option.

In the Name box, verify or type a name. The document location record is created in Microsoft Dynamics CRM with this name.
In the Document Location box, enter the URL of the SharePoint folder to which the location record points. This location record is associated with the Microsoft Dynamics CRM record to store the documents.
Click Save.

There is no existing location associated with the record, the URL specified in the Document Management Settings wizard is for a site collection on SharePoint Server 2010, and this site record has the List component is installed check box selected.

Create SharePoint Location appears.

Microsoft Dynamics CRM tries to automatically create a folder in SharePoint. If the folder is created successfully, Microsoft Dynamics CRM opens Create SharePoint Location with the URL of the new folder. Microsoft Dynamics CRM creates a document location record that contains the URL of this new folder and associates the document location record with the Microsoft Dynamics CRM record.

Click OK.

A new document location record is created in Microsoft Dynamics CRM that contains the links to the folders in SharePoint. The location that you just associated is added to the Document Locations list.