Validate and fix SharePoint site URLs

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Applies To: Dynamics CRM 2013

In Microsoft Dynamics CRM, SharePoint site and document location records contain links to site collections, site, document libraries, and folders in SharePoint. These site and document location records are associated with CRM records so that the documents for CRM records can be stored in SharePoint.

When the links between Microsoft Dynamics CRM and SharePoint break, you must validate and fix the links so that the CRM records continue to point to the correct document libraries and folders for managing the documents.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you’re using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Click or tap Settings > Document Management.

    3. Click SharePoint Sites.

    4. Select the site URLs that you want to validate, click or tap More Commands More commands, and then click or tap Validate.

    If using CRM for Outlook

    1. In the Navigation Pane, click or tap Settings > System>Document Management.

    2. Click or tap SharePoint Sites.

    3. Select the site URLs that you want to validate, and then in the Actions group, click or tap Validate.

  3. Microsoft Dynamics CRM validates all the selected site URLs and their immediate subordinate site and document library URLs. It then displays the results in Validating Sites.

  4. To fix a URL, open the site record, and enter the correct URL. More information: Create or edit site records 

  5. Click Save & Close.

See Also

Create or edit site records
Manage your documents
Install the Microsoft Dynamics CRM List component or enable server-based SharePoint integration
[ADMIN]Set up SharePoint document management

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