This article outlines how to specify a DCP SharePoint Save-Location for entities with multiple Save-Locations

If you have multiple Save-Locations configured for an entity, you need a way to specify, which one should be chosen by DCP to save the documents.
This can be done with a little customization of your Entity in CRM.

Add a new Field to your Entity with the DataType “Lookup”
and the Record Type “Document Location”:

Add the SaveLocation Lookup to the Form:

Make sure you “Publish All Customizations” in CRM.
Select the Save Location for the Record in the lookup of your entity:

Figure 3: Account Information

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In the DCP Template navigate to
“Advanced Template Settings” -> “Create Activities For” and activate “Enable Advanced Settings”.

In the “Save Location” specify the lookup field to the Document Location and save your template.

Figure 4: Template Settings

Your generated document will now be saved into the specified document location.

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