locked
Migrating MS CRM documents to Sharepoint RRS feed

  • Question

  • Hi All,

    In one of our case, we have a CRM 2011 installation in use with many documents already uploaded in the Notes section. The plan is utilize CRM - Sharepoint OOTB integration and as part of this implementation, the existing CRM documents must also be migrated to Sharepoint.

    As per my understanding, after installing the integration the existing documents in Notes section in CRM wouldn't auto-migrate to Sharepoint, and neither will the account libraries auto-create in Sharepoint for existing accounts in CRM. So what options do we have to achieve this?

    Thanks in advance.

    Regards,

    Yogesh 

    Tuesday, October 22, 2013 12:37 PM

Answers

  • Hi,

    You could write custom application that will read attached documents from notes, create folder in SharePoint and copy the attachment inside created folder and create document location record inside CRM (replicate OOB integration strategy). once everything will be migrated to  SharePoint you could write another console application to delete documents from CRM.

    Please check for you code reference : http://vikramxrm.blogspot.com/

    HTH,


    Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !
    Vikram !


    • Edited by _Vikram Tuesday, October 22, 2013 12:52 PM
    • Proposed as answer by HIMBAPModerator Tuesday, October 22, 2013 5:42 PM
    • Marked as answer by yogeshfd Tuesday, January 28, 2014 10:55 AM
    Tuesday, October 22, 2013 12:50 PM

All replies

  • Hi,

    You could write custom application that will read attached documents from notes, create folder in SharePoint and copy the attachment inside created folder and create document location record inside CRM (replicate OOB integration strategy). once everything will be migrated to  SharePoint you could write another console application to delete documents from CRM.

    Please check for you code reference : http://vikramxrm.blogspot.com/

    HTH,


    Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !
    Vikram !


    • Edited by _Vikram Tuesday, October 22, 2013 12:52 PM
    • Proposed as answer by HIMBAPModerator Tuesday, October 22, 2013 5:42 PM
    • Marked as answer by yogeshfd Tuesday, January 28, 2014 10:55 AM
    Tuesday, October 22, 2013 12:50 PM
  • Thank you Vikram for your inputs.
    Tuesday, October 22, 2013 3:42 PM