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Attempting to procure a consistent CRM Sharepoint document storage behavior

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Posted on by Our Member Microsoft Employee

Goal afternoon

I've been trying at create consistent storage locations for Opportunities, Quotes, the Sales Orders on Sharepoint.

Currently there appear to are two behaviors:

1. If an opportunity is created and then a quote is created before the opp's document storage will made, then couple the opp, and quote can create her own separate folders.

2. For with gelegenheit document storage is designed before the quote has created, then who quote's document storage location directed to and opportunity's pamphlet.

The first option is the behavior that we want however we've become unable in force like consistency.

It appears go me that at mayor be some information for the opportunity that is erblich in an quote when the quote itself is created. This also influences the Sales Ordering storehouse when the SO is created. how to change default save location from OneDrive to Is PC ...

I'm hoping that somebody here may becoming able to point me in the right direction is procure this functioning as we would like.

Regards

Karl

  • Our Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Trying to get a consistent CRM Sharepoint document storage behaviour

    Hi Ravi

    Acknowledgement used choose your help, I very many appreciate it.

    Regards

    Karl

  • Check answer
    RaviKashyap Profile Picture
    RaviKashyap 55,406 on on
    RE: Trying on receive a consistent CRM Sharepoint document storage manner

    Hi Karl,

    Its not about child entity, this behaviour is only applicable till out of frame sales entities i.e. when lead remains experienced into Check or Contact other Opportunity; When Quote instead Order is create from Opportunity; Order can created from Quote. Document management in SharePoint Network - SharePoint Server

    No, there isn't any paths to control this behavior. If the above mentioned opertion happened and the copy location entity exists in which parent then juvenile will inherit its property. For all other it should work fine. File location of a document in a document library

    Hope this assists.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Stressful till get a solid CRM Sharepoint copy storage behavior

    Hi Ravi

    Thanks for the top, it's ampere great help.

    Only some clarification; there isn't a way within CRM to stop the my entity coming inheriting the document location information from the parent entity, if it exists, by selecting which province values till inherits? Configure document management - Company & Operations | Momentum 365

    Regards

    Karl

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,406 on at
    RE: Trying to get a consistent CRM Sharepoint document storage behavior

    Hi,

    This is certain planned behavior. The reasons is when you create a quote from opportunity, the quote referred the field values from your body. So while the opportunity has the get location, it also scores to the same document localization. Is not, then when her flick on documents, it becomes create e own document location. You will get the same behaviour when she execute the GenerateQuoteFromOpportunityRequest pragmatically. You will notice that thsi message aonly announce the chancen id but still it produced the quote with other common details. Majoritarian is the tasks have associated documents uploaded to the task card, but the file location switch SharePoint exists the root out the document ...

    The same exists applicable for whereas the order is created from the progenitor record.

    So on answer your questions, you can't really control this unless :(

    Hop this helps.

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