CRM2011: how to auto-populate documents in Sharepoint 2010 with CRM metadata RRS feed

  • Question

  • Hi,

    I have a question in regards to the CRM2011 to Sharepoint 2010 integration. 

    The issue here is that when you create a document in SharePoint from CRM (you do that in an IFrame that points directly do a document list), and want to add metadata to the document, you either has to do it manually after adding the document, or you can have SharePoint pop a windows that prompts for mandatory metadata.


    I like to populate the metadata of the document automatically based on the context in CRM.

    The reason for this is that I would like to search for documents in Sharepoint with the metadata that has been saved with the document in Sharepoint like contract, customer, etc..

    Any ideas?



    • Edited by Sven W Thursday, November 3, 2011 8:04 PM
    Thursday, November 3, 2011 3:18 PM