Hi All,
Is it possible to customize the integration between CRM and SharePoint (both Online)?
We have created a custom Entity called “Project” in CRM Online and when a new record is added, we are then creating a folder in a SharePoint Site. Infact, there is a message like this, which comes up and then with the GUID attached, the folder gets created.
Now, can we compress this warning – and have the folder directly created without the GUID?
Also, in the Project Record itself, we have two columns that the user feeds in.
Values in those 2 fields need to be automatically added as the metadata values in the SharePoint document library.
That is, we have two columns called: Category and Classification.
These two – when they are entered by the user as part of the Project record, the same values need to be posted to the Document Library as well – against that document.
Also, I need a way – to trigger this from Outlook CRM Add-In as well.
First of all, hope the CRM Custom Entities appear in the CRM Outlook Add-In.
If they do, then, this is what I would like to do:
I would like to associate an e-mail to my custom Entity “Project”.
After I associate, I would like to extract out the attachment from the e-mail and then store it as part of the new Project Record created. After that, a small form also should open up to the user within outlook itself, where they can enter the metadata for that document.
Can I get some guidance on achieving the above?