Create or edit document location records in Microsoft Dynamics CRM

Can I do this task?

SharePoint document locations are records in Microsoft Dynamics CRM that point to a SharePoint document library or folder.

To store documents for Microsoft Dynamics CRM records, the document libraries or folders must be in place. If, Microsoft Dynamics CRM is unable to create the document libraries and folders automatically, you can manually create these in SharePoint. After you create the document libraries and folders in SharePoint, you must create document location records in Microsoft Dynamics CRM to point to these SharePoint document libraries and folders.

1. In the Navigation Pane, click Settings, and then under System, click Document Management.
2. Click SharePoint Document Locations.
3. In the Records group, click New.
4. Specify the following information as required:
   • Name. Type a name for the document location. This name displays in the location list in the entity record.
   • Owner. By default, you are added as the owner of this location record.
   • Description. Type a description for the document location.
   • URL Type. Select whether you want to create the location with an absolute URL or relative URL.
     • Select Absolute URL, and in the Absolute URL box, specify the fully qualified URL of the location of the folder in SharePoint.

       - OR -

     • Select Relative URL. In Relative URL, to create a relative document location to the existing site or document location record, select the existing SharePoint site or document location record. In the second box, enter the name of the SharePoint folder.
   • Regarding. Click the Lookup button . In the Look Up Record dialog box, in the Look for list, select an entity. Search and select the record for which you want to create the location record in Microsoft Dynamics CRM, and click OK.
5. Click Save and Close.

For more information about associating a location to a Microsoft Dynamics CRM record, see Add or edit a document location.

Note

To activate or deactivate a document location, on the Document Locations page, select the document location record, and in the Records group, click Activate or Deactivate.