Create or edit document location records

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

SharePoint document locations are records in Microsoft Dynamics 365 that point to a SharePoint document library or folder.

To store documents for Microsoft Dynamics 365 records, the document libraries or folders must be in place. If Microsoft Dynamics 365 is unable to create the document libraries and folders automatically, you can manually create these in SharePoint. After you create the document libraries and folders in SharePoint, you must create document location records in Microsoft Dynamics 365 to point to these SharePoint document libraries and folders.

  1. Go to Settings > Document Management.

  2. Choose SharePoint Document Locations.

  3. Choose New.

  4. Specify the following information as required:

    • Name. Type a name for the document location. This name displays in the location list in the entity record.

    • Owner. By default, you are added as the owner of this location record.

    • Description. Type a description for the document location.

    • URL Type. Select whether you want to create the location with an absolute URL or relative URL.

      • Select Absolute URL, and in the Absolute URL box, specify the fully qualified URL of the location of the folder in SharePoint.

        - OR -

      • Select Relative URL. In Relative URL, to create a relative document location to the existing site or document location record, select the existing SharePoint site or document location record. In the second box, enter the name of the SharePoint folder.

    • Regarding. Choose the Lookup button Lookup button. In the Look Up Record dialog box, in the Look for list, select the type of records you want to find. Search and select the record for which you want to create the location record in Microsoft Dynamics 365, and choose OK.

  5. Choose Save and Close.

Note

To activate or deactivate a document location, on the Document Locations page, select the document location record, and choose Activate or Deactivate.

See Also

Set up SharePoint document management
Create or add a location for the first time