Record types involved in Document Management
| Entity | Purpose |
|---|---|
| SharePoint Site | A SharePoint site |
| Document Location |
Point to a SharePoint document library or folder. These can be created automatically by Dynamics 365/CRM |
SharePoint Site
SharePoint site records can use an absolute URL or a relative URL.
For an absolute URL, the URL points to a site collection or a site in SharePoint.
To use a relative URL,you must specify a parent SharePoint site record.
Document Location
A document location record specifies where to store documents for D365/CRM records. Every record has one or more document location records.If CRM is configured for server-based authentication (and perhaps other scenarios) then a document location record is automatically created when a user opens a record and navigates to the documents area.
So, after configuring SharePoint integration, don’t expect to see document location records for every record in CRM.