Documents Link missing in Navigation pane even after enabling Document Management in Dynamics Version 9.0

Recently I was in a training for a client where I was demoing the CRM – SharePoint  OOB integration. So I enabled the integration and then also enabled the Account Entity for Document Management.

However when I opened a Contact and tried to Navigate to the Documents section, I find no link in the Navigation Pane. Looked like the one below.

image

Bit embarrassing since just before that I told the participants that the document link would appear once I enabled the entity for Document Management.

Bit flummoxed, I checked for the relationship whether mistakenly I have made the relationship display to False. It was not the case.

Then jumped on to the form editor and clicked on the Navigation Pane and then much to my relief, I could see the Documents tab in the available relationships.

image

 

Just dragged the relationship on to the Common relationship area. Save and publish the customizations. And much to my relief I could see the Documents link in the Navigation Pane

image

 

Small thing. But saves you some moments if you know this.

 

Debajit Dutta

(Dynamics MVP)

For consulting/ tools/ training please write to us at info@xrmforyou.com or visit our website www.xrmforyou.com

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Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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