Forum Discussion
Large document libraries in SharePoint Online
The instructions at https://technet.microsoft.com/en-us/library/jj863709.aspx show one approach in which there are doc libraries for each Entity from Dynamics. I would recommend spending some time reading the Technet docs to learn about the various integration options, it looks like there are several.
The integration from CRM into SharePoint is very nice but it is also very basic.
For each entity there is a document library generated and per case a folder.
But It doesn’t create subfolders or other things we need.
Also is the name then not so nice.
It is good to use only from CRM – but not directly.
We have some user they have to do some work for the opportunity they doesn’t use CRM.
They have to go directly to the SharePoint Folder.
- Mmm...without reading this doc: imagine you have 10000 entities in the CRM...are you going to create 10000 document libraries? It sounds quite crazy
All that most people use as a SharePoint integration in CRM is a link to a location (library or folder) in SharePoint. So this isn't something complicated. Additonal thing is that all metadata related to the entity is stored wihtin CRM and therefore not stored with the documents.
So you should almost compare an Entity with a document set.
Also, most CRM users will never really use SharePoint to it's full potential as all they will do is click throguh to a location within sharepoint that holds their documents related to that object in CRM.
- agreed. I'm sure there must be more to it, but I don't have any clients using Dynamics at this time so this will remain one of the many things I don't have time to learn more about :)
