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 …
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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 …
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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 …
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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 …
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