Hello All,
I am trying to understand how sharepoint douments locations work with Dynamics CRM,
When I tested it out, the result is :
* When I add a document on oppurtunity that was generated from a lead, the douments keep beeing stored in the lead Location
*When I add a document on opportunity that was created manually, this document then is located in an "Opportunity" folder wich is mapped under the account Folder
* When I add a document on Sales contract entity, this document is stored in a folder located in the root of me primary sharepoint Site
I have some quesions :
1) Do you know how can we setup shareppoint locations structure in order to have an entity folder structure centric ? one folder by entity and not having opportunities documents located under the account folder
2) How can I force opportunity documents to not being stored in the lead folder after lead qualification ?I want it to be stored in the opportunity folder instead of lead folder
Thank you in advance