Category Archives: Document Management

How to Add SharePoint Document Files Tab to a Dynamics 365 Custom Table (Entity) Main Form


Microsoft Dynamics 365 Custom Table (Custom Entity) supports Document Management with SharePoint. The Main Form on the Custom Table (Custom Entity) however DOES NOT have the Files tab available by default. The same setup also applies to adding the Files … Continue reading

Posted in Customization, Document Management, Dynamics 365, Power Apps, SharePoint Integration, Unified Interface | Tagged , , , , , , , , , , , , , , , | Leave a comment

Dynamics 365 Configure Server Based SharePoint Integration Error – 403 Forbidden


Encountered this error while setting up the Microsoft Dynamics 365/CRM SharePoint Document Management – when trying to Enable Server-Based SharePoint Integration: Validation Status: Failed. Default Site Invalid. Dynamics 365 Configure Server Based SharePoint Integration Error – The remote server returned … Continue reading

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Dynamics 365 Document Location Error – urloption is not defined


Encountered this error while setting up the Microsoft Dynamics 365/CRM SharePoint Document Management – Document Location “urloption is not defined“ Here is the Error Details This error is due to Server-Based SharePoint Integration is NOT enabled. Usually this is the … Continue reading

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How to Setup Document Management with SharePoint Online and Microsoft CRM Online (2013)


  Microsoft Dynamics CRM Online supports integration out of the box with SharePoint Online (part of Office 365) that enables you to use the document management capabilities of SharePoint Online from within Microsoft Dynamics CRM.  It enables you to store … Continue reading

Posted in CRM 2013, CRM Online, Document Management, Microsoft CRM, Microsoft Dynamics CRM, SharePoint List Component | Tagged , , , , , | 6 Comments