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How to show same file to all the account in CRM 2011 integrated with SharePoint 2010 RRS feed

  • Question

  • How to show same file to all the account in CRM 2011 integrated with SharePoint 2010

    I have a requirement to show same file to all the account in CRM , but the share point is creating for each account and new folder

    how can i achive this requirement can any one help on this.

    Wednesday, October 19, 2011 7:18 AM

All replies

  • It sounds like you're trying to have all accounts point to a single folder instead of using CRM's functionality to create new folders for every account.

    Create (either programaticaly or manually) new "Document Location" records for every account and point them to the same sharepoint folder (rather than having sharepoint auto-create the new, unique locations.)

     


    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Tuesday, October 25, 2011 9:19 PM
    Moderator