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Microsoft Dynamics CRM 2011 List Component for SharePoint RRS feed

  • Question

  • I have impelemnted Document Integration (Microsoft Dynamics CRM 2011 List Component for SharePoint) based on Entity using Account. I have few question.

    1)      If Entity has multiple Account relationships the Document Path created is :

    a.       \<Entity Name>\<Record Name>\ and not

    b.       .\Account\<Account Name>\<Entity Name>\<Record Name>\.

    Example: I have Entity „Monitor”, Entity has two Account (“X”,”Y”) relationships .  When I create document for this entity  the Document Paths created is : “\Monitor\<Record name> why not “\X\Monitor\”Record name” and “Y\Monitor\”Record name”?

    How to indicate which of the Account relationships is primary for the SharePoint Document library or how create folder for each Account? Is it possible?

     

    2)      The Entity names created when using Based On Entity are the internal name.  e.g. new_Something, not 'Something'.  Is there a way to control it?

     

    P

    Thursday, October 13, 2011 10:42 AM