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Working with Document Locations

This step will introduce us to the ability to use non-default folder locations within SharePoint, a useful option when attempting to integrate SharePo

This step will introduce us to the ability to use non-default folder locations within SharePoint, a useful option when attempting to integrate SharePoint into an existing workflow.

With Dynamics 365 and SharePoint you have options when it comes to working with document locations. You can specify different SharePoint sites and folder location than the defaults.

A screenshot of an account, on the Documents pane, with the Document types and Document locations options highlighted

If you access any SharePoint enabled entity and go to Related you will see you have access to documents for that record.

From here you can create new documents using the New menu or you can upload documents from this location. Note you can also create subfolders from the New menu.

From the document menu, you have four other menu items that can be used regarding document locations.

Document Location – this will allow you to switch between the document location display in Dynamics 365 and another location if you have set up more than one document location.
Open Location – this will open the current document’s location displayed in SharePoint.
Add Location – will allow you to add another document location on SharePoint and give it a name that will be displayed in Dynamics 365.
Edit Location – will allow you to rename the location and edit the location on SharePoint.

In the next step you’ll have the ‘Configure Document Sharing’ Hands-on Lab for this week where you’ll be tasked with configuring the interconnection between SharePoint and Dynamics 365.