Good morning,
In my CRM online 2013, i've created the link with SharePoint Online 2013 in order to store CRM documents on SharePoint.
Currently in CRM Online 2013, when i want to go to the associated elements named "Document", if the document location doesn't exist in SharePoint, A pop-up appear in order to create the it by clicking on "Confirm".
There's 2 problems with it.
- First : I have to confirm manually on each record the document location creation in SharePoint.
- Second : The folder name contain a kind of Guid very long ex : "MyFolderName_F7729292002020220202022....."
I want to create automatically this document location when my CRM record is created to resolve those problems. I've tried to create a Workflow That do this. My Workflow contain just a step that consist to create a Document location record on CRM and give
it all informations
When i create a record, the workflow is executed and he create the document location correclty but when i go to the associated elements named "Documents" i receive a message saying that the folder doesn't exist in SharePoint Online. When i go to
the SharePoint Library, the folder isn't created.
There's something wrong in my process ?
Thank you very much for your help.
Regards,
Jean-Michel
