Although Dynamics CRM users have been able to work with SharePoint Document libraries in previous versions, this new release provides some interesting changes.
Although the documents are still stored in SharePoint, a new grid view displays the documents in Dynamics CRM instead of displaying document libraries in an iframe.
Once a document is selected, relevant actions are displayed in the command bar.
Compared to the way this previously worked, some actions are no longer available,
(although these are still available if you open the document location in SharePoint)
- Versions history
- Send shortcut
- Download a copy
- Alert me
- Copy shortcut
- View properties
Controllable document file sizes
In Dynamics CRM,administrators can now control the size of files that are uploaded through the Dynamics CRM Grid View.
If you try to upload a document that exceeds the specified file size, a warning is displayed.
Note: This is the same setting as the attachments size setting, so this change affects both Documents and Attachments.
Documents displayed without folders
All documents can be displayed at Account record including those uploaded to an associated folder such as an Opportunity.
Dynamics CRM shows the folder location, but doesn't display the files in a folder structure .
Note. These documents are still stored in folders within SharePoint, it is only the display in Dynamics CRM that has changed.
Works with Office Online
Users can create new Word documents, Excel spreadsheets, PowerPoint presentations and OneNote notebooks using the Office Online web interface.
Users can also click on an individual MS Office file and this will open as an Office Online document using Word Online, Excel Online etc.
Customisable fields can now be displayed in Dynamics CRM
Views can be changed in Dynamics CRM to display custom fields.
The fields are still stored as SharePoint data, but they can be configured to display specifically in a Dynamics CRM document view.