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CRM2011: Sharepoint Integration, the points of attention

Written by Stéphane Dorrekens
Thursday, 03 March 2011 09:35

Here's some of the peculiarities of the sharepoint integration for CRM 2011:

  • The sharepoint folder is only created when you access the documents navbar from within MSCRM in a given context.
    ie: \Account\Contoso will only be created when a user click on documents from within that account
    This preclude the possibility for a sharepoint user to add a document for this account beforehand
  • When the folder is created in sharepoint, the user will be presented an alert stating that the folder will be created
  • If the entity object is renamed in MSCRM, the sharepoint folder will NOT be renamed.
  • The installation item in the CRM Documents Settings will not install the Lists in sharepoint but only points to the download of the list component