Introduction
The Hotlist CRM can have documents (e.g. CV’s etc) associated with records. SharePoint is a pre-requisite for completing the installation of the site. We would recommend creating a new SharePoint Site specifically for this purpose. The steps covered are as follows:
o Create a new SharePoint Site
o Connect SharePoint Site to the dynamics site
Pre-Requisites
Support Account must already be present for this to work
Dynamics Site must be created
Create SharePoint Site
o Go to SharePoint home
o Click + Create Site
o Choose ‘Team Site’ - as its a private site
o Choose ‘Standard Template’ (Unless customer has a preference)
o Click ‘Use Template’
o Site Name:
o Site Name - We would recommend site name should be ‘Hotlist-<Customer>’ - although it can be anything just ensure its not already being used
o Site description → Hotlist SharePoint used to connect the documents to records
o Keep note of Site Address for Environment Variables
E.g. https://<wearehotlist.sharepoint.com>/sites/<SiteName>
o Click Next
o Private Setting should be – Private & English
o Add Members: <Ensure Support Account Email is added here>
Connecting SharePoint Site
o Navigate to power platform admin
o Click on environments
o Choose environment
o Click Hotlist Dynamics URL - e.g. hotlist-<>.crm11.dynamics.com
o Click cog at top right of header → and Advanced Settings
Choose Document Management:
Configure server based SharePoint
o Location → Choose Online
o Connection
o Ensure the url has sites/<NameOfSite>/ at the end
o → SharePoint URL e,g https://wearehotlist.sharepoint.com/sites/HotList/
o Ensure the validation is correct
o <At this point do not enable OneDrive for Business>
o Click Finish
Next, choose Document Management settings which will link Contacts to SharePoint.
Doc Management Settings
o Only select ‘contacts’ the easiest way is to select everything then de-select everything to make sure nothing else is clicked
o Then Find ‘Contacts' and select them
o Underneath, Paste in URL into the SharePoint Site: e.g. https://wearehotlist.sharepoint.com/sites/HotList/
o Now click Next
o Check ‘Based on entity’ and choose ‘Contact’ from the dropdown
o Review the outcome for success
o Click Finish