Bear with me - I'm a SharePoint guy, not a CRM guy. :-) CRM Online and SharePoint Online - customer already has integration configured for account and opportunity entities, using a single SharePoint site collection. As you would expect, this created doc libraries for account and opportunity. Taking account specifically, each account entity then has a folder in the account doc library. The requirements are: Each account manager (owner) to be able to access only their own account folders in SharePoint. A management team to be able to access all folders Possible solutions as I understand it: Change the permissions on each of the folders in the account library, to give the relevant owner and the management group permission This could be done using powershell, etc, or by hand - for 173 account folders, this is possible, but not ideal. There is then the ongoing addition of new accounts - could put in place a manual process for changing the permissions on each newly created folder in SharePoint. Use a product such as Permissions Replicator - http://www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/ This has a cost (obviously) - and for a small organisation, that might be overkill. Configure the accounts doc library with a top level folder for each owner - permission them accordingly, then configure CRM to create the new account folder under the folder for the record owner My question is - can that be done in CRM, and if so, how? workflow, dialog, etc? It feels like it should be possible, setting the document location for a record dynamically, based on the record owner - e.g. Joe is creating this new account record, therefore document location for the record will be: account library\ \ (we would pre-create the joe folder, and permission it, so anything in it then inherits) Possible??
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