THe requirement is to eliminate or remove the default document upload screen in the documents grid that appears in a crm entity form.
In this case, they have created a projects entity and to that they r attaching documents. Now because SharePoint online and crm online integration has been setup, the documents r falling into the SharePoint library when documents r uploaded in crm.
Now in the sharepoint document library, there r 4 additional metadata columns created. So the user after uploading the document needs to feed in data into these fields also.
This is possible in sharepoint but the upload document screen on crm does not provide for this facility. It just uploads the document but does not prompt the user to enter data for the metadata fields.
Hope this is clear. If any tech direction can be provided, it will be helpful.
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