I'm hoping someone can help me out. We're using Dynamics CRM 2016 and Sharepoint 2016. Both the latest versions. We've done an integration between the two and realised that the integration doesn't work as we'd hoped. In CRM, we have a custom entity called 'Projects'. We would like each Project to have its' own Site in Sharepoint with its own document library to store relevant project documents. However the integration only seems to create a folder within an existing site and document library. Does anyone know a way to achieve this? Is there anything out there already? Thanks in advance
My suggestion to this would be some custom coding or powershell.. so everytime you have a new Project entity created in CRM, you will run the script it will go & create a sharepoint site for the specified custom template you have.
Just to clarify.. powershell can call web services so you will call the CRM & Sharepoint API to perform your site creation...
Just a suggestion hope it helps.. Could you also share the integration tool u are using..