Hi,
Managed to get the integration to work, and view sharepoint documents in the documents section of an entity.
Even managed to create workflow to create subfolders. :) proud of myself =)
Now the way it works is that all the entities have their own folder. And this isn't exactly ideal. My organisation would like one folder "Accounts" and in that folder to have "account name" in that account name to have the various opportunities
and the subfolder structure.
How can I get the opportunities document folder say opportunity x to create its folder under accounts-account name x-opportunity-x in sharepoint?
I tried a workflow to create a sharepoint folder and it appears in document location in CRM, but there is no folder in SharePoint?
Any help would be much appreciated.
Thank you!
teach a man to fish ... etcetera
