Articles By: Dynamics Objects

Upload CRM Documents to SharePoint - Store by Document Types

The procedures and policies of how an organization stores documents uploaded from CRM to SharePoint vary between companies. Actually, the two most important parameters in storing documents in SharePoint are metadata and the folder structure where documents are stored. CRM out-of-box (OOB) integration with SharePoint provides mechanism to upload documents from Dynamics CRM to SharePoint …

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How to set SPO Functionality for the Account Entity - Step By Step Instructions

How to set SPO Functionality for the Account Entity - Step By Step Instructions SharePoint Connection Setup In CRM - Settings> SPO Configuration>SharePoint Connection Tab In this example the SharePoint Document Library is Accounts. The connection settings above should correspond to the SharePoint URL format of the Document Library - Accounts, as in this image …

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Two or more Documents Attached to CRM Email using Word Templates.

There are occasions you need to Email two or more documents generated from two or more CRM Word Templates with one Email. Emailing one Email for each document, both Emailed to same recipient or list of recipients, is not the preferred option. The content of the two documents can be related to each other and …

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Dynamics PDF Any

Dynamics PDF Any As part of our policy providing tools for Dynamics CRM users to create and manage documents in CRM, we have now released new product -Dynamics PDF-Any. With Dynamics PDF-Any CRM user can select and PDF files from Emails’ attachments, Notes, and hard disk, and create PDF document, attach the PDF document to …

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Dynamics CRM Workflows to Upload Documents to SharePoint

In this post I wish to demonstrate two workflows to automate the upload of documents from Notes to SharePoint, with metadata from the regarding entity to the note, and a workflow to update metadata columns in SharePoint, when the value of an attribute (field) is changed. The workflows are part of Dynamics SharePoint Organizer (SPO) …

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Dynamics SharePoint Organization (SPO) Configuration Explained

Dynamics SharePoint Organizer (SPO) is the product you need to manage how documents are uploaded from CRM to SharePoint, the file structure and folders names where documents are saved, and the metadata to be uploaded with the documents, from attributes of CRM records. This metadata is saved in SharePoint columns, to improve SharePoint search results, …

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CRM Word Templates > Merge two secondary documents into a primary document

Consider having Word template for the Order Entity, and you wish to insert / merge it with a Word Template for Quote and for Opportunity, to generate one document from these three entities. This feature is now available as a Workflow step of Dynamics PDF-Docs. Currently, when new document is generated from CRM Word Template …

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Tool to remove "WordTemplateExportRecordid" text in CRM Word Template

A bug was found about the 14th July 2018 in CRM Online release 8.2.2.2060, and now in release 9.0.2.1087, when using CRM Workflow step Perform Action>SetWordTemplate  to create document from Word Template, and attach the Word Document to a Note. At the end of the Word document there is additional text WordTemplateExportRecordid: followed by one …

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How to Organize Dynamics CRM Documents in SharePoint

How to Organize Dynamics CRM Documents in SharePoint Not many companies are aware of the capability of Dynamics CRM and SharePoint integration, and the benefits for their business.  Microsoft Dynamics CRM and SharePoint Integration helps users to view and share stored documents easily, and increase productivity and strengthen the collaboration between the different business units …

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CRM Word Templates- Grouping Report Data

Information is often easier to understand when it is divided into groups. For example, price quotation that groups products as different options or account statement that groups invoices by month. Grouping highlights the different options we offer and the amount the clients is due to pay for unpaid invoices for each month. In addition, when …

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