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.
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 :)
