Forum Discussion
Allen_Jones_1965
May 06, 2022Copper Contributor
Sharepoint documents and CRM 2011
I have been tasked with deduplicating accounts in our CRM 2011 instance (On Premise). It is linked to a Sharepoint instance for document storage. Merging the Accounts is the easy part. However, some of the Accounts to be merged have documents stored in Sharepoint. Is there a way to easily update these records so they link to the Account we are keeping?
I have full access to the backend database of both the CRM 2011 instance and the Sharepoint instance.
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