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Sharepoint Connector for CRM 2011 - GRIEF

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 Im working on the Sharepoint connector and Im running into some issues...Ill keep a record on this blog....

I installed the SharePoint connector for CRM 2011 and observed that the Sharepoint libraries which were getting created based on the account name(lets assume that I have registered the Sharepoint Integration for Accounts). Now I go ahead and create another account with the same name. Unless I manually update the relative url it drops the documents into the same library as the one I created before.

For ex:

  • ·        I create an account with the name “Test”
  • ·        I go to documents and upload a document doc1.xlsx
  • ·        I create another account with the name “Test”
  • ·        I go the documents and upload a document called doc2.xlsx

 

Now I can see both the documents on the document tabs in both doc1 and doc2.

 

I tried to fix this problem by writing a pre create plugin to update the relative url with the accounts guid. I thought CRM would create the document library after the entity was created…..and boy was I wrong….CRM goes ahead and creates the Sharepoint library irrespective of the data contained in the Sharepoint Document Location Entity.