This article outlines how to integrate SharePoint with CRM. It is valid for CRM 2013 and higher.

SharePoint paths limits are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414. This article outlines how to avoid this error.

SharePoint attributes deliver additional information on the file origin based on CRM metadata. This article outlines the purpose of the different attributes.

This article provides you with information on how to correct SharePoint paths exceeding the limitations. Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously.

Sharepoint Documents Button Error – SmartBar 

 If you encounter an error, after -clicking- on the Documents Button inside SmartBar 2015/16 please follow this blog article. 

SmartBar is per standard using the Client-based SharePoint integration view. If you instead use the Server-based integration on your CRM System, your click could result in one of the following errors:

The latest version of DocumentsCorePack Server Based supports the population of
metadata into SharePoint. Prerequisites for this feature to work are Client Version 7.31,

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with our DocumentsCorePack ServerBased Add-On.

This blog article explains what to do when you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path

This blog article outlines what to do if you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBased, using a simple workflow.

Add-On: DocumentsCorePack ServerBased (OnPremise)

For the MS Dyn CRM Online version of this article, please click here.