This blog article outlines how to save a document to SharePoint with DocumentsCorePack. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically. 

PREREQUISITES: 
1. Make sure to integrate SharePoint with Dynamics 365: 
This section outlines how to integrate SharePoint with Dynamics 365. It is valid for CRM 2013 and higher. 

Step 1:  Please open the Document Management Settings. To do so, please navigate to Settings > Document Management and select the Document Management Settings, highlighted in yellow in the figure below.

Figure 1: Document Management Settings

  

Step 2: Select the entities you want to create SharePoint folders for and enter a SharePoint site. This site will be used as the default site for document management. 

Figure 2: Select entities and SharePoint site

 

Step 3: Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the [Next]-button to proceed. 

Figure 3: Create a folder structure 

 

Step 4: The next window provides you with the document library creation status and details. Click on the [Finish]-button in order to finish the setup.   

Figure 4: Document Library Creation status

 

2. Make sure to activate SharePoint on DocumentsCorePack:

ONPREMISE: 
Open the Dynamics 365 Settings > DocumentsCorePack > General Settings and make sure that a SharePoint user is specified.

Figure 5: Specify your SharePoint user

 

In the DocumentsCorePack Server configuration make sure SharePoint is activated as you can see in the figure below.

Figure 6: Activate SharePoint in DCP Server configuration

 

ONLINE:
In the service, configuration please activate SharePoint and specify a SharePoint user as you can see in the figure below. 

Figure 7: Activate SharePoint online

  

How to save to SharePoint?
Please hit the [Create Document]-button and enable the "Save to SharePoint"-checkbox. 

Figure 8: Enable save to SharePoint checkbox

  

In workflows, in the “MSCRM-ADDONS AutoMergeWorkingItem” set the “Save Only Into Temp” to “NO”.

Figure 9: Set SaveOnlyTemp to NO

   

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.