tag:blogger.com,1999:blog-7178802206594541796.post4563098897363876062..comments2024-02-05T10:54:03.195+00:00Comments on No Intelligent Life: Create SharePoint Document Locations in CRM 2011 - Part 1Charles Emeshttp://www.blogger.com/profile/11238782194888451239noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-7178802206594541796.post-37559221104524609832013-09-17T17:53:45.310+01:002013-09-17T17:53:45.310+01:00Hello,
Not sure if you updated to RU 14, but I ha...Hello,<br /><br />Not sure if you updated to RU 14, but I have a problem since I did. Sharepoint folders are no longer created automatically. Have you ran into this yet? O have any suggestions to resolve?<br /><br />Thank you :)Incubeushttps://www.blogger.com/profile/02642593501436138697noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-84582310324636655522012-10-19T00:14:34.249+01:002012-10-19T00:14:34.249+01:00Is there way to post to a different library type s...Is there way to post to a different library type say asset. We want a view that will store images and show a preview of the images. the current library type of document doesn't do this. I'm guessing you'd have to use an iframe to do this?<br />Scenario<br />User goes to custom entity, opens iframe that creates unique folder, user uploads multiple images to asset type library. next time they load custom entity it shows previews (large icons) of the uploaded images.Withershttps://www.blogger.com/profile/12095024313227255507noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-58924298533691892912012-05-31T17:09:17.490+01:002012-05-31T17:09:17.490+01:00Hi there,
My company is planning an integration b...Hi there,<br /><br />My company is planning an integration between sharepoint online and dynamic crm online. we have investigated the OFTB document management integration with sharepoint and it looks great. We understand the requirements of the configuration required to get started but we have one outstanding question. When enabling document management you select what entities and folder structure to use, in order to turn on document management. After you perform this step, to my understanding, the documentation management feature is available for all of the selected entities. However, an additional manual step is required to actually create the folders on an entity by entity basis. Essentially the first time you click on the document management link in the entity it ask if you want to go ahead and create the folder in sharepoint.<br /><br />I was wondering if there is a way to automatically create these folders for all entities in one shot, perhaps via a script. We have file server with all of our existing documentation for accounts and opportunities and we need to migrate this into sharepoint. As I really dont forsee my sales team manually creating folders for each entity (too time consuming) I figure there must be a way that i can automate the creation of the folders in sharepoint so that I can then copy over the existing content of the file server.<br /><br />Does anyone have any experience with this, or advice?Anonymoushttps://www.blogger.com/profile/11584557202318950090noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-15414647977885205272012-05-24T22:35:19.362+01:002012-05-24T22:35:19.362+01:00Hi JELS,
I was using this for a mail merge to move...Hi JELS,<br />I was using this for a mail merge to move the attachment to SharePoint. So I has it executing the plug-in on creation of an annotation. But sure you could incorporate it as a plug-in on create of the entity where you store documents. I don't think there is a way to trap the on-click of the Documents link. Good luck. Glad it helped.Charles Emeshttps://www.blogger.com/profile/11238782194888451239noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-19049486210689115542012-05-11T16:09:37.035+01:002012-05-11T16:09:37.035+01:00Hi Charles, thanks for the code. I am not sure how...Hi Charles, thanks for the code. I am not sure how you invoke the code? Plugin, onCreate of Record? or is there a Plugin Event for Click on Documents Link? <br />e.g. you invoke IntegrationService from a Plugin? or Called from JavaScript, Form.onSave()? Any help will be much appreciated.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-77014951715364767802012-05-03T13:39:03.336+01:002012-05-03T13:39:03.336+01:00Great post. Thanks for sharing all the helpful in...Great post. Thanks for sharing all the helpful information you have on your blog.ChrisShttps://www.blogger.com/profile/13328188604078246840noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-42659366455403001892012-01-17T22:30:24.452+00:002012-01-17T22:30:24.452+00:00Hi Memtech, thanks for your comment. The code in t...Hi Memtech, thanks for your comment. The code in the link is fine except it only works if you are running it on the SharePoint server. In most CRM deployments that use SharePoint as a document repository the SharePoint is on a different server to CRM.<br />That forces you to use the SharePoint web services, as I have done, rather than the API. <br />Cheers<br />CharlesCharles Emeshttps://www.blogger.com/profile/11238782194888451239noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-89968523503710988062011-12-20T08:46:04.509+00:002011-12-20T08:46:04.509+00:00check out this link...
Create a Document in ShareP...check out this link...<br /><a href="http://mindstick.com/Articles/19b8cf75-6d2e-4504-8840-718717bd53ba/?Create%20a%20Document%20in%20SharePoint%20and%20add%20folder%20in%20SharePoint%20Document%20using%20C#" title="Create a Document in SharePoint and add folder in SharePoint Document using C#" rel="nofollow">Create a Document in SharePoint and add folder in SharePoint Document using C# </a><br /><br />it might be useful for you.Memtechhttps://www.blogger.com/profile/09057127397160184241noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-91755887011666433872011-08-21T12:28:28.915+01:002011-08-21T12:28:28.915+01:00Maria,
I have published a blog on how to move an a...Maria,<br />I have published a <a href="http://charlesemes.blogspot.com/2011/08/moving-crm-attachments-to-sharepoint.html" rel="nofollow">blog</a> on how to move an attachment from CRM to SharePoint. Sorry, may be too late to help you.Charles Emeshttps://www.blogger.com/profile/11238782194888451239noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-6851248874730392472011-08-05T08:30:28.438+01:002011-08-05T08:30:28.438+01:00Thank you so much for sharing this information. Mo...Thank you so much for sharing this information. Most of the links are half written. <br />Your approach and solution are very easy to digest from the stand point of development. <br /><br />Thanks agaiin,<br />Chaitanya...Chaitanya...https://www.blogger.com/profile/02829526321584746296noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-91976745327912001752011-08-04T09:35:28.342+01:002011-08-04T09:35:28.342+01:00Excellent posts. I hope you can help me with my cu...Excellent posts. I hope you can help me with my current pickle. I need to programmatically add documents to SharePoint from CRM. I can find lots of information on how to add document folders (yours being the most detailed by FAR, so thank you for that!), but none that show how to add the actual documents. Is this even possible? Do you know?<br /><br />Thanks in advance.Mariahttps://www.blogger.com/profile/14280854114229038266noreply@blogger.comtag:blogger.com,1999:blog-7178802206594541796.post-77685832532991034072011-05-16T21:22:54.384+01:002011-05-16T21:22:54.384+01:00I am new to CRM-SharepointIntegration, Can you gui...I am new to CRM-SharepointIntegration, Can you guide me how to do this programmatically for custom entities?.NetCodeSnippetshttps://www.blogger.com/profile/01923347609766408119noreply@blogger.com