Create or add a location for the first time

  • Article

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Before you can manage documents for a record from Microsoft Dynamics 365, you must create a location record in Microsoft Dynamics 365 that points to libraries and folders on SharePoint where the documents will be stored.

  1. Open the Microsoft Dynamics 365 record that has the documents you want to manage.

  2. Under Related, click or tapDocuments.

  3. If a location isn’t associated, Dynamics 365 displays the Add Document Location dialog box or Create SharePoint Location dialog box. The following table shows the possible scenarios. Depending upon what you see, perform the steps in the “Next steps” column.

Scenario

What appears

Next steps

There is at least one site record in Microsoft Dynamics 365 that points to a site collection in SharePoint, and the site record has the List component is installed check box selected.

Add Document Location opens with an option to specify either an absolute URL or a relative URL.

  1. In the Name box, verify or type the name. The document location record is created in Microsoft Dynamics 365 with this name.

  2. In the Document Location box, enter the URL of the SharePoint folder to which the location record points. This location is associated with the Microsoft Dynamics 365 record to store the documents.

    - OR -

    Click or tapCreate a new folder. In the Parent Site or Location box, click or tap the Lookup button Lookup button to select an existing document location record under which the folder will be created on SharePoint. In the Folder Name box, verify or change the name, and click or tapOK. A folder with this name is created in SharePoint.

  3. Click or tapSave.

There is one site record in Microsoft Dynamics 365 but the List component is installed check box is not selected.

Add Document Location appears with only the absolute URL option.

  1. In the Name box, verify or type a name. The document location record is created in Microsoft Dynamics 365 with this name.

  2. In the Document Location box, enter the URL of the SharePoint folder to which the location record points. This location record is associated with the Microsoft Dynamics 365 record to store the documents.

  3. Click or tapSave.

There is no existing location associated with the record, the URL specified in the Document Management Settings wizard is for a site collection on SharePoint Server 2010 or SharePoint Server 2013, and this site record has the List component is installed check box selected.

Create SharePoint Location appears.

Microsoft Dynamics 365 tries to automatically create a folder in SharePoint. If the folder is created successfully, Microsoft Dynamics 365 opens Create SharePoint Location with the URL of the new folder. Microsoft Dynamics 365 creates a document location record that contains the URL of this new folder and associates the document location record with the Microsoft Dynamics 365 record.

Click or tapOK.

A new document location record is created in Microsoft Dynamics 365 that contains the links to the folders in SharePoint. The location that you just associated is added to the Document Locations list.

See Also

Manage SharePoint documents from within Microsoft Dynamics 365
Create or edit document location records