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{{Note|Don't create these records manually! Use the wizard instead.|Warning}} | {{Note|Don't create these records manually! Use the wizard instead.|Warning}} | ||
# In Dynamics CRM, go to Settings > System > Document Management. | # In Dynamics CRM, go to '''Settings > System > Document Management'''. | ||
# Click '''Document Management Settings''' to start the wizard. | # Click '''Document Management Settings''' to start the wizard. | ||
# Select entities that should have SharePoint documents integration. | # Select entities that should have SharePoint documents integration. | ||
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# Finally, if your login credentials for SharePoint differ from your CRM credentials, go to Mobile CRM app's [[Resco_Mobile_CRM#Setup|Setup]] and log in to SharePoint. If SharePoint uses different authentication or you use CRM on-premise vs SharePoint online (or vice versa) than CRM, you also need to specify the '''Type'''. | # Finally, if your login credentials for SharePoint differ from your CRM credentials, go to Mobile CRM app's [[Resco_Mobile_CRM#Setup|Setup]] and log in to SharePoint. If SharePoint uses different authentication or you use CRM on-premise vs SharePoint online (or vice versa) than CRM, you also need to specify the '''Type'''. | ||
=== External document synchronization filter options | === Troubleshooting === | ||
SharePoint documents can only be used when the documents and associated records are available in the offline database (even if you are using the app in online mode). The records that you are using in online mode must be synchronized. Adjust [[Sync Filter]]s for specific entities to ensure that the necessary records are downloaded and available in offline mode. | |||
Document Location records need to be downloaded to the offline database. They are needed (among other things) to define the folder structure, i.e., the path to SharePoint server documents. Clear the entire [[Sync Filter]] for Document Location entity. If the documents become available in the app, but you need to limit the Document Location records, continue with the next step. | |||
The document location defining the CRM entity root folder must have its ''regarding'' set to NULL (empty). Otherwise, they are treated as file location records; this breaks the folder structure used in the app. If you need to filter Document Location entity records, make sure that records with an empty ''regarding'' are OR-ed with the other conditions; for example: | |||
[[File:Document location entity sync filter for sharepoint documents.png|600px]] | |||
== External document synchronization filter options == | |||
[[Document filters]] available in the [[Configuration]] section of Woodford allow you to exclude specific documents from download to the Mobile CRM app’s database, based on the file type, entity, a file they’re associated to, how many and what maximum size per file type, etc. | [[Document filters]] available in the [[Configuration]] section of Woodford allow you to exclude specific documents from download to the Mobile CRM app’s database, based on the file type, entity, a file they’re associated to, how many and what maximum size per file type, etc. | ||