Hello,
I am trying out the CRM online product.
We have sharepoint foundation 2013 installed.
When I go into document management and set up the selected entities for document management, I put in the URL like "https://server-name/sites/CRM/". The site validates, but I get the message: "Automatic creation of folders is disabled because the URL you specified is not of a Sharepoint Server site."
First of all, I'm getting this because I'm running Sharepoint Foundation, right? I'm not just screwing up the config here?
Now, if I go to an account and click on Documents, I get the message that a folder has been automatically created. That's all good.
However, for items like quotes and opportunities, clicking on Documents brings up a dialog where I'm supposed to enter the URL to the sharepoint folder. So we have to go to sharepoint, create the folder, copy/paste.... Blah.
How can I get opportunities to automatically generate a folder like accounts does? Ideally, I would like the opportunities folder to be a sub-folder for the account.