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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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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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