Create or edit site records in Microsoft Dynamics CRM

Can I do this task?

Sites in Microsoft Dynamics CRM are records that point to a site or site collection on SharePoint. Sites and site collections in SharePoint contain document libraries and folders that are used to store documents for Microsoft Dynamics CRM records.

1. In the Navigation Pane, click Settings, and then under System, click Document Management.
2. Click SharePoint Sites.
3. In the Records group, click New.
4. Enter the following information:
   • Name. Specify a descriptive and useful name for the site.
   • Owner. By default, you are added as the owner of the site record.
   • Description. Specify a description for the site. For example, specify what documents the site contains.
   • URL Type. Choose whether you want to add an absolute (full) or relative URL for the site.
     • Absolute URL. To point this site record to a site collection or site in SharePoint, specify the fully qualified URL of the site collection or site. You can use this record as a parent site to create other site records with relative URLs for sites inside the site collection or sites on the same SharePoint site.
     • Relative URL. Use this option when you have at least one site record pointing to a site collection in SharePoint. In the Parent Site box, select an existing Microsoft Dynamics CRM site record. If the site record that you selected as a parent site points to a site collection on SharePoint, specify the name of an existing site in the second box. If the site record that you selected as a parent site points to a site on SharePoint, specify the name of an existing subordinate site on SharePoint.
   • List component is installed. Click this check box if the URL that you specified is a site collection on SharePoint Server 2010 and if the site collection has the Microsoft Dynamics CRM List component installed.

     This check box is available only if you used the Absolute URL option.

     The URL Validation section displays the validation status and the date when the URL was last validated

5. Click Save.
6. To validate the URL of the site, in the Actions group, click Validate.
7. Click Save and Close.

Notes

• To edit a site record, on the SharePoint Sites page, select the site record, and in the Records group, click Edit.
• To activate or deactivate a site record, on the SharePoint Sites page, select the site record and in the Records group, click Activate or Deactivate.