Since the Spring update was released and CRM Online no longer recognizes the default view or edit properties screen of the SharePoint library has anyone come up with a solution to organize documents without having users name documents on their own without going into SharePoint? Our original plan was to use choice columns in SharePoint to limit the names of the documents to predefined names, but now the only 2 fields viewable in CRM when editing the document properties are Name and Title. Our users need to be able to add documents to SharePoint, from within CRM, without opening the document in SharePoint.
↧