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