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Posts Tagged ‘Dynamics SPO’

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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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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