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?