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Microsoft Dynamics CRM 2013 Unleashed
book

Microsoft Dynamics CRM 2013 Unleashed

by Marc Wolenik
April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Sams
Content preview from Microsoft Dynamics CRM 2013 Unleashed

Document Location Option

As you can see in Figure 19.22, you have two options with regard to the document location. You can specify a preexisting SharePoint folder, or you can have CRM create a new folder in a preexisting location.

If you choose to create a new folder, you can specify its name and where it will be created. It can be at the root level or as a subfolder to any preexisting document library. The parent or site location lookup can be either a site or a document location.

If we open the lookup and filter based on document location, you can see all of our current locations that will be available as a parent folder (see Figure 19.23).

FIGURE 19.23 Choose the site library.

When you have finished, click Save, and you can choose between ...

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Publisher Resources

ISBN: 9780133518368Purchase book